Direct Phone: (647) 694-6262
Jim is a Partner at Aventine and the firm’s Chief Compliance Officer. He is co-lead Portfolio Manager of the Aventine Canadian Equity Fund and the Aventine Dividend Fund. Jim is a value investor to the core who primarily concentrates his investment activities in the areas of fundamental research, industry analysis and business valuation.
Prior to joining Aventine, Jim was a portfolio analyst at an independent investment firm based in Toronto, Canada with approximately $1 billion in assets under management. Previously to this Jim worked as Country Manager for the Private Equity and M&A group at Marsh & McLennan as well as spending time with Macassa Capital, Quilvest Private Equity and Bain & Company. Jim is a CFA Charterholder. He earned a B.Comm from Queen’s University and an MBA from Harvard Business School.