James Winckler

James Winckler is an Executive Director within KPMG’s Family Office practice in the Greater Vancouver Area (GVA). He specializes in Wealth & Investment Strategy and provides tailored solutions for Strategic Investment Planning, Asset Allocation Consulting, Manager Selection and Due Diligence, and Investment Reporting, catering to the unique needs of family enterprises, regardless of their size or complexity.

With over a decade of experience in Family Office, Equity Research, and Asset Management, James has gained valuable insight and experience with virtually all asset classes. He prides himself in his ability to communicate complex topics in digestible terms. James has long term experience in serving as the Key Contact for a wide range of clientele, including High Net Worth Families, Foundations, Family Offices, and Pension Plans.

He holds an HBA from the Richard Ivey School of Business, as well as being a CFA and CAIA Charterholder.