John Stockton
Senior Investment Advisor
Senior Portfolio Manager
CFA
Sound investment advice built to help weather all market conditions
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For over 25 years, John has had the privilege of working with clients from various backgrounds, each with unique financial aspirations. His approach stems from a deep understanding of your goals, whether you are saving for retirement, buying a home, funding your child's education, or building inter-generational wealth.
As a Senior Portfolio Manager and Senior Investment Advisor, John's mandate is to help you grow, preserve, and protect your wealth through tailored investment solutions. He believes that long term, trusting relationships are built on prioritizing communication and transparency to ensure clients understand every aspect of their financial journey. John is committed to delivering proactive and personalized advice, working closely with you and your family make key decisions about your portfolio that align with your goals.
When not engaging with clients, John enjoys skiing, diving, and travelling with his family.
Certificates
CFA
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.