"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. 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 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.
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.
For more information about our team, visit Momentum Wealth Management.
Toll Free: (866) 287-1360
Branch Office: (613) 783-6197
Branch Fax: (613) 783-4075
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.