James Virgo

James is responsible for product leadership and oversight of the Wellington-Altus Private Wealth Advice + Managed discretionary investment platform. He also works directly with Wellington-Altus advisors to provide Portfolio Consulting Services to further support their business growth through the delivery of optimal client investment outcomes.

James has over 24 years of experience in the asset and wealth management industry. Prior to joining Wellington-Altus, he held the role of Supervising Portfolio Manager at CI Assante Wealth Management, responsible for oversight of the Managed Account Program. James was also Partner & Private Wealth Leader for Mercer Canada’s Private Wealth Management practice, and National Vice-President & Head of MD Private Investment Counsel and MD Signature Private Wealth Management.

Prior to moving into leadership roles, James worked as both a retail and institutional Portfolio Manager with some of Canada’s largest investment management firms, where he spent a large portion of his time performing economic research, technical analysis, fixed income trading, along with advising and managing relationships with both high-net-worth and institutional clients.

James has a Bachelor of Business Administration degree and Master of Business Administration degree from the University of Regina and holds both the Chartered Financial Analyst and Certified Financial Planner designations. James is a member of the Toronto Society of Financial Analysts, the CFA Institute, and the Financial Planning Standards Council.