James brings more than four decades of experience in advanced tax, estate, and succession planning to Consulting Haus.
A retired senior tax partner at Deloitte, James was one of the firm’s leading private company practitioners, advising high-net-worth clients and major private enterprises across Canada. His leadership roles included Managing Partner of Deloitte’s Alberta Private Company Services practice, National Leader of Private Company Tax, and member of the National Tax Executive Committee.
Today, James continues to support business owners, shareholders, and families with sophisticated planning strategies, with particular expertise in life insurance, corporate structuring, and estate preservation.
Alongside his technical practice, James has spent years studying human behaviour and influence, advising major financial institutions and corporations on building high-performing, relationship-driven cultures.
He is also deeply committed to mentoring the next generation of leaders, working closely with professionals in their twenties to forties to strengthen communication, leadership, and personal effectiveness through long-term, one-on-one guidance.
This blend of analytical rigour and human understanding shapes everything he does.
James is recognized for his depth in:
What sets him apart is his ability to translate complexity into clarity, helping clients see both the risks and the opportunities ahead.
James believes exceptional advice begins with listening. A student of Dale Carnegie’s principles, he approaches every relationship with curiosity, humility, and respect for the client’s perspective. He asks thoughtful questions, listens carefully, and resists rushing to conclusions.
For James, value is never assumed. It is discovered through understanding what truly matters to the person across the table. Only then does he draw on decades of experience to craft strategies that are practical, personal, and aligned with long-term goals.
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