"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 $750 000. 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. 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 our Executive Trust Officer.
In 2007 John was appointed the title of Vice President of TD Wealth Private Investment Advice. In 2016 John formed Momentum Wealth Management with fellow VP and Investment Advisor Gordon Srdoc. In 2017 John achieved President's Club* becoming one of the top 30 Advisors for TD Wealth Private Investment Advice in Canada.
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.
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.
*President's Club is awarded to TD Wealth employees for meeting or exceeding business financial goals as well as maintaining a high level of professional business conduct throughout the year and consistently demonstrating integrity and the highest ethical standards.
For more information about our team, visit Momentum Wealth Management.