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Competent. Calm. Curious.
James Chisholm is a Senior Financial Advisor based in Banff, AB, who serves clients at both the Banff and Calgary Marda Loop locations. He is a CFP® professional with a Bachelor of Commerce from the University of Victoria. He also holds the CFA and CPA designations. James brings more than 19 years of experience to his role.
Focused on Long-term Success
Throughout his career, James has seen the effect of market cycles and is focused on building long-term success for his clients. He believes that financial planning is best done when information is shared freely and two-way trust is formed. James offers integrated investment services that include financial planning, tax efficiency, and behavioural aspects of investing.
Beyond the Office
Outside of work, James enjoys spending time in the mountains where he grew up. He keeps busy with padel, cross-country skiing, and travelling.
Contact me
I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
Visit my branches
Send me an email
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