Our People
R. James Shore - Managing Director
Jim began his investment career in 1977 with Wood Gundy, one of Canada’s largest investment firms. In 1985, he purchased a minority interest in Rice Financial Group Inc. and championed and developed the firm’s first MFDA securities platform. In 1990, he founded broker dealer Summit Securities Ltd., offering training and distribution services to over 75 financial advisors representing 12,000 client families. Under Jim’s leadership as CEO the firm managed over $500 million in client assets. In 1999, Assante Financial Management Inc. acquired Summit, enabling Jim to offer wealth management solutions to his high net worth families, pension fund and charitable foundation clients. Jim is a former Chairman of Young Presidents Organization (YPO) and earned his B.Comm. (Hons.) in 1977 from the University of Manitoba.
Peter Landry - Executive Director
Peter is committed to helping clients acquire, protect, enjoy and transfer their wealth per their wishes. Peter holds a Bachelor of Social Sciences from the University of Ottawa and is a Certified Financial Management Advisor as designated by the Canadian Securities Institute to graduates of the (FMA) program in advanced financial planning and wealth management. To learn more about Aligned Capital Partners Inc. please click here: www.alignedcapitalpartners.com.
Peter spent eight years as a Senior Investment Advisor at HollisWealth, the private wealth management and securities division of Scotia Capital (Scotiabank). He previously held the position of Investment Specialist with Sun Life Financial where he led a team that consulted and collaborated with advisors on large cases for high net worth clients.
Peter has also come to be recognized for his dedication to youth causes. He has been active in the sports community, coaching several minor hockey teams and enjoys being involved in charitable causes that help improve the lives of children.
Peter spent eight years as a Senior Investment Advisor at HollisWealth, the private wealth management and securities division of Scotia Capital (Scotiabank). He previously held the position of Investment Specialist with Sun Life Financial where he led a team that consulted and collaborated with advisors on large cases for high net worth clients.
Peter has also come to be recognized for his dedication to youth causes. He has been active in the sports community, coaching several minor hockey teams and enjoys being involved in charitable causes that help improve the lives of children.
John Fraser – Wealth Manager
John started his career in the investment industry in 1986 with Dominion Securities Pitfield. In 2005, John started working with One Capital Management while he was with Wellington West Capital. John is a Professional Financial Planner and completed the Partners, Directors and Senior Officers Examination administered by the Canadian Securities Institute. He earned the Certified Investment Management Analyst® certification, which is delivered by Investments & Wealth Institute™. He completed advanced investment management consulting coursework provided through The Wharton School at the University of Pennsylvania.