For almost three decades, John has provided comprehensive wealth management services to individuals, families and small business owners in the community. His philosophy over the years has remained consistent; to help his clients identify and articulate their financial concerns and implement a strategy that strives to build and protect their financial futures. John provides advice and solutions in three principle areas; investment, retirement and tax planning. Each portfolio is individually tailored to suit the needs and wants of his clients.
John became a licenced Investment Advisor in 1986. He completed his Registered Financial Planner (R.F.P.) designation in 1995 and his Certified Financial Planner designation in 1996. John served as a director for the Ottawa chapter of Advocis, The Financial Advisors Association of Canada. He has shared his experience as an instructor at the R.F.P. examination preparation course, has been an invited event speaker, and has hosted seminars for thousands of Ottawa investors. John is a member in good standing of the following professional associations: Financial Planners Standards Council and Institute of Advanced Financial Planning.
A committed family man, John is married with two children. His leisure time is spent in golf shoes or ski boots, depending on the weather. John invites you to call him today to see how his expertise and approach to wealth management can help to secure a strong financial future for you and your family.