Together, James Rogers and Alan Young are a powerful, professional advisory team dedicated to delivering total wealth management solutions. James brings to the partnership his background as a Chartered Accountant and Associate Portfolio Manager; Alan complements these skills with a devotion to client service excellence and tremendous financial planning experience. The result: an advisory team founded on principles of honesty and ethical investment practice — grounded by years of education and experience.
The Rogers Young Investment Group* focuses on long-term relationships built on mutual trust and integrity.