John H. Wells
John Highley Wells has been active in the financial services industry in numerous capacities for soon to be 45 years and shows no signs of slowing down: his CV is testimony to his accomplishments in the field. As a Portfolio Manager for TD Wealth Private Investment Advice for the past ten years John has stood behind his fundamental investment philosophy by investing his client’s assets right alongside his and his family’s. You own what he and his family own. John has always been and continues to be a systematic, daily reader of market information and opinions, which he accumulates and interprets to make sound investment decisions. Working with the Wells on Wealth Group affords John the opportunity to mentor the team and share his extensive knowledge and experience.
In his off time, John enjoys spending time with his grandchildren and visiting hobby stores to add to his and their growing collection of "stuff". As well, he is partial to European cars of which he owns a few and attending summer car shows in North America.
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
Transfer of Wealth
Will and Estate 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.
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.