James Dixon
Investment Advisor @CIBC Wood Gundy
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WORK HISTORY
Investment Advisor @CIBC Wood Gundy
Burlington, ON, CA
James delivers holistic wealth management solutions to High Net Worth Families. His goal is to provide institutional expertise to families by levering his long career in capital markets. Asset management is done using a top down approach where allocations are driven by the macro environment. Derivative overlay is used to reduce risk.
EDUCATION
University of KwaZulu-Natal / University of Natal
Honors Degree in Accounting
University of Cape Town
Post Graduate Diploma in Management and Financial Accounting
Stellenbosch University/Universiteit Stellenbosch
Bachelor of Commerce (B.Com.)
SKILLS
ABOUT JAMES DIXON
Investment Advisor with deep capital markets experience, delivering customized strategies to High Net Worth Families through an institutional lens.
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