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James McInnis, CFA​

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James McInnis, CFA, is a distinguished leader in the financial industry, serving as both wealth advisor and managing partner at Precision Wealth Management, as well as senior portfolio manager and investment strategist for Q Wealth Partners.

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Precision Wealth Management provides high-net-worth families with a comprehensive suite of services, including tax and estate planning, as well as investment management through Q Wealth. Within this framework, James delivers tailored portfolio management solutions, and also guides clients through the complexities of financial planning with a personalized approach. His unwavering commitment to acting as a fiduciary—always prioritizing clients' interests—distinguishes him in an industry where transparency is often a rare and valued quality. James further showcases his expertise by managing the QW Enhanced Dividend Growth Fund for Q Wealth, underscoring his dual proficiency as an investor and strategist.

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James’s designation as a Chartered Financial Analyst showcases his remarkable proficiency in strategic investments, distinguishing him among senior portfolio managers. He developed a keen ability for bottom-up stock picking, identifying opportunities ahead of major market recognition. James was also a shareholder and portfolio manager at two boutique investment firms, where he delivered exceptional outcomes for clients for more than a decade.

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James holds a BComm in finance with honors and has earned a fifteen-year Certificate of Achievement from the CFA Institute, recognizing his continuous pursuit of excellence.

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James McInnis, CFA
Wealth Advisor & Managing Partner
Precision Wealth Management
LinkedIn: https://www.linkedin.com/in/james-mcinnis-cfa-2006/

Website: https://www.precisionwealth.ca/