The Fitzpatrick Wealth Management group has committed to the families and businesses we work with by putting them at the center 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.
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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.