John Fitzpatrick
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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.
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Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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