James Scott-Moncrieff

"I’ve experienced firsthand the lifestyle saving impact of a strong financial safety plan secured with insurance – and knowing I’ve helped people to protect theirs and their family’s financial well-being is extremely rewarding.”

With two decades of financial advisory experience, James and his team of tax, legal and financial experts work together to help families, individuals and business owners effectively protect and manage their wealth.

As a wealth protection specialist, James helps to facilitate efficient transfer of wealth for families and business owners aiming to mitigate taxes. He leads and engages with a team of professionals to craft highly specialized and customized financial strategies that ensures assets flow smoothly to the next generation and in both a timely and tax-efficient manner.

James has the expertise to help with any insurance needs and focuses on long-term estate and succession planning needs. He works with members of BlueShore’s financial advisor and business advisor teams, to provide the specialist knowledge required as part of a comprehensive financial plan.