Meet The Team
Senior Investment Advisor
Senior Investment Advisor
"Invest Using Math, Not Emotion or Opinion"
Raised in the Ottawa area John has been providing comprehensive wealth management and advice since 1991. He focuses on the individual/family client, and business owners with portfolio values in excess of $1 000 000. John uses a strict mathematical quantitative approach to select securities focusing on only buying and holding companies with positive earnings. Frequent contact from John allows the client to fully understand what they own and why we buy and sell. He believes a strong personal relationship, a strict investment discipline and full understanding by the client are key to his many successful long-term client relationships.
When appropriate, clients can engage TD specialists in areas such as Private Banking, Financial Planning, Estate Planning, Business Succession, and Private Trust.
In 2016 John formed Momentum Wealth Management with fellow Senior Investment Advisor Gordon Srdoc.
A graduate of Carleton University, John spent 9 years in the Canadian Armed Forces as an Infantry soldier with the Cameron Highlanders of Ottawa. Having that background and training allows John to deal with the daily stress of the market in a calm and logical manner. In his spare time John can be found with his wife Susan and two sons Cameron and Colin at his cottage in the Upper Gatineau one hour North of Ottawa. He is an avid Outdoorsman, Hockey, and Tennis player.
Senior Investment Advisor
Senior Investment Advisor
Born and raised in Ottawa, Gord graduated from Carleton University in 1992. In that same year, he started his career in financial services at TD Greenline Investor Services. In 1995, he became an Investment Advisor at BMO Nesbitt Burns; and in 2003 he was appointed the title of Vice-President with the Bank of Montreal. Gord enjoys working with his clients to help them achieve their individual financial goals. Gord focuses on selecting high quality investments with positive momentum based criteria. Regular contact and a close relationship with clients has been a hallmark of Gord's practice.
In 2015, Gord decided what was best for his practice was to move to TD Wealth Private Investment Advice. In 2016 he joined John Bahen, Senior Investment Advisor, and formed Momentum Wealth Management within TD Wealth Private Investment Advice.
Gord has always been a sports enthusiast. He played football at Carleton, and continues to play hockey; however, he now takes greater pleasure in watching his two young sons who play both hockey and soccer. Along with his wife Yolanda, he spends much of his spare time at an arena or field somewhere in Ottawa.
Gord also supports charitable organizations such as the Juvenile Diabetes Society, Alzheimer Society, and the Ottawa Humane Society.
Portfolio Manager
CFP®
CFA
TEP
"Your best interests are my top priority."
To help ensure best-in-class service, Matthew has an unwavering commitment to building long-term trusting relationships with his clients. Matthew will implement his wealth management process to endeavor to ensure you receive exceptional tailored investment advice and customized wealth management solutions to meet your needs as a high net worth individual.
Matthew will help preserve and grow your wealth through his investment offering which focuses on selecting high quality value investments with strong accounting fundamentals, as well as the implementation of tax efficient and globally diversified portfolios.
In order to properly align his clients' financial goals with their investment portfolio, Matthew believes in creating a customized wealth plan for each of his clients. These tailored plans focus on all areas of wealth management such as retirement analysis, tax efficiency, business succession, private corporations, trusts, charitable giving, estate planning strategies, and legacy building.
Outside of the office, Matt loves spending time with his family. In his spare time, he is very active and enjoys various sports, particularly hockey, golf, and rock climbing.
Momentum Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Associate Investment Advisor
Associate Investment Advisor
Client Service Associate
Client Service Associate
Client Relationship Associate
Client Relationship Associate
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
CIM®
B.Comm. (Hons)
