James Pakeman

Investment Advisor - Td Wealth Private Investment Advice @TD

Hamilton, ON, CA

I have a firm belief that the families I represent view real risk as a permanent loss of capital and not as price movements of securities in their portfolios, as our industry defines it. This has guided my focus to concentrate on three critical areas.1. Manage relative and absolute risk2. Manage the effects of taxation3. Manage costsThis is apparent in my experience with the families who have worked very hard to earn their wealth and are looking for an Investment Advisor to help preserve and grow that wealth.I believe having an investment policy statement (IPS) is the most critical action an individual investor can make with regards to their investment and retirement planning. Every investor could potentially benefit from having an IPS as it outlines the ground rules of the relationship between them and their advisor.One of the most important functions I facilitate is helping the families I work with write and implement their IPS.

Canadian Securities Institute

CSC, CPH, WME, LIC (LLQP), AIS