Connecting clients to their personal finance goals.

Why Private Client?

We are a professional and highly experienced investment team with competitive fees and custom reporting. You will receive direct communication with a Portfolio Manager to ensure individual tailoring of your portfolio. Client accounts are held at a leading Canadian financial institution.

Investment Process

Independent and critical evaluation of every prospective investment

Individual security selection consistent with the given mandate

Defensible thesis and valuation for each holding within the portfolio

Service Providers

  • AUM Law offers practical, cost-effective legal and consulting advice on securities regulatory compliance matters.

  • CI Investment Services is a top Canadian Broker Dealer, offering innovative brokerage and trading to diverse clients.

  • We have been providing professional accounting, taxation and business advisory services in North Toronto since 1978, when Paul Koster, Jeff Spinks and Michael Koster left a national firm of chartered accountants to launch Koster, Spinks & Koster LLP.

Meet Our Team

James (Jay) Bryant is a registered Portfolio Manager in Ontario, Alberta, and British Columbia.

His founding of Sterling Portfolio Advisory Inc. is the next step in providing a service to clients seeking direct, comprehensive, and independent asset management. He is focused on constructing investment portfolios that best match individual client’s financial goals and needs. His career in the investment industry has only been a fiduciary advisor driving his high standard of clearly placing his client’s best interests above all else.

Jay holds a BA from Dalhousie University, later adding his Teachers Certification and Certified Investment Managers designation. Before starting his career in the investment industry, Jay taught at the secondary school level at two independent schools in the Toronto area. He currently lives in Southern Ontario with his wife and two children.

An investment in knowledge always pays the best interest.

— Benjamin Franklin