Meet The Team
Investment Advisor
Investment Advisor
The Fitzpatrick Wealth Management group has committed to the families and businesses we work with by putting them at the centre of everything we do.
It starts by listening to you, the client – not just in our first meeting, but throughout our relationship. As you move through life’s stages, your needs and goals will change. Your investment and financial strategies must change with them.
We will create a stable, conservative portfolio that is designed to deliver consistent capital growth or income without taking on a level of risk that is unsuitable for a client in your situation. For some people, this might be a customized portfolio comprised of individual equity and fixed income securities. For others, this might be achieved by dividing assets among some of the world’s finest money managers through the TD Premier Managed Portfolio program. Whatever the circumstances, it is our responsibility to help create the most suitable investment solution for each and every client.
As an Investment Advisor, John's mandate is to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. He will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
John has been providing comprehensive wealth management advice and solutions to individuals, business owners and their families since 1981. He is committed to providing exceptional service to each of his clients and tailored investment strategies. He works with his clients to create customized, personalized wealth and retirement plans to build and potentially protect their financial futures.
John graduated from the University of New Brunswick with a Bachelor of Business Administration degree. Active in community affairs, he has served as President of Woodstock Golf and Curling Club; Chairman, Ducks Unlimited; Director, Rotary Club Woodstock and President, Westfield Golf & Country Club. He has served on the Investment Dealers Association Board as Chairman, N.B. District Counsel Membership Committee.
John loves spending quality time at the cottage with his family, which now includes his precious new granddaughter, and occasionally playing a round of golf with friends.
Fitzpatrick Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto Dominion Bank.
Associate Portfolio Manager
Investment Advisor
CIM®
MBA
The Fitzpatrick Wealth Management group has committed to the families and businesses we work with by putting them at the centre of everything we do.
It starts by listening to you, the client, not just in our first meeting, but throughout our relationship. As you move through life’s stages, your needs and goals will change. Your investment and financial strategies must change with them.
We will create a stable, conservative portfolio that is designed to deliver consistent capital growth or income without taking on a level of risk that is unsuitable for a client in your situation. For some people, this might be a customized portfolio comprised of individual equity and fixed income securities. For others, this might be achieved by dividing assets among some of the world’s finest money managers through the TD Premier Managed Portfolio program. Whatever the circumstances, it is our responsibility to help create the most suitable investment solution for each and every client.
As an Investment Advisor, John's mandate is to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. He will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
John graduated from St. Francis Xavier University with a BBA. Upon graduation he joined Irving Oil in the Finance Department. After two years, John decided to further his education, and returned to school at the University of New Brunswick to pursue his Master's Degree specializing in Finance.
When he completed his MBA, John joined a leading Canadian money management firm and was responsible for their Atlantic Canada division. Learning from some of the best and brightest minds in the Canadian investment world, John brought this knowledge to our office at TD Wealth Private Investment Advice five years ago where he has been building his own practice.
He obtained his Chartered Investment Manager designation and continues to build on his education.
When not engaging with clients, John likes to spend time with his wife and daughter hiking and boating at the family camp. He enjoys giving back to the local community by being involved with the New Brunswick Symphony Foundation, the YMCA Endowment board and the Miramichi Salmon Association. In recognition of his work in the community John was awarded the Young Leader to Watch award from the YMCA in 2017.
Fitzpatrick Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto Dominion Bank.
English
YMCA Endowment Board
St. Francis Xavier University - Bachelor of Business Administration
University of New Brunswick - Master of Business Administration
Manager Client Service
Manager Client Service
As a Manager, Client Services, Debbie leads a team of Client Service Associates, at the Saint John, NB, office. Debbie is fully committed to promoting and maintaining an exceptional employee and client experience, while overseeing branch operations and actively contributing to the success of investment goals of the Fitzpatrick Wealth Management team.
With more than 26 years of industry experience, Debbie received her Personal Financial Planner (PFP®) designation and works very closely with her team to ensure continued excellence in client service delivery.
Active within the community, Debbie has volunteered countless hours at schools throughout District 8 and has assisted with numerous functions and activities.
Debbie enjoys travel, spending quality time with her family and spoiling her two precious grandchildren.
Administrative Associate
Administrative Associate
