James Stellick, CFA

As a Director, Asset Management & Client Services, and a registered Portfolio Manager, James provides investment advisory services to Westcourt Capital Corporation’s clients. His responsibilities include portfolio construction and reviewing investment products for Westcourt’s clients and partners.

Prior to joining Westcourt Capital, James was a Vice-President on the Client Wealth Management team at Gluskin Sheff + Associates, and a member of the firm’s Asset Mix Committee. In this role, he constructed bespoke portfolios for high-net-worth families, institutions and not-for-profit organizations.

Previously, James was a Partner at Picton Mahoney Asset Management, a large Canadian alternative investment manager. He worked with investment advisors and dealer executives to implement portfolio solutions designed to protect and grow client wealth.

James holds a Bachelor of Commerce degree from McGill University and is a Chartered Financial Analyst (CFA) charterholder. He is registered as a Portfolio Manager (Advising Representative) for Westcourt in Ontario, Quebec, Alberta and British Columbia.

In his spare time, James is a member of the Board of Directors of Kerry’s Place Autism Services and sits on its Audit & Finance Committee.