James Bougeard
Senior Investment Manager
About James
I started working in the wealth management industry in 2005 and joined Canaccord Wealth as part of the acquisition of Brooks Macdonald International. I provide dedicated, tailored investment advice to both local and international high net worth private clients, family offices and trustees. As part of my role, I enjoy taking the time to get to know clients, ensuring that I fully understand their ambitions, investment objectives and the foundations for a longstanding relationship are built.
At Canaccord Wealth, I am a member of the Discretionary Portfolio Management team.
I am a Chartered Fellow of the Chartered Institute of Securities and Investment (CISI) and hold the Level 6 Certificate in Private Client Investment Advice and Management (PCIAM) and the Level 4 Investment Advice Diploma (IAD). I am also an external mentor for an LGBTQ+ financial network.