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"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.
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.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Tax Management
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
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