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John Naas

Portfolio ManagerInvestment Advisor

  • FCSI®
  • CFA®
  • CFP®

Specialized wealth management to help you grow your practice and plan for retirement

After investing significant time, energy and money into your education and setting up your practice, you need highly-qualified wealth management advice to help you manage debt, maximize your cash flow and plan intelligently for the retirement you deserve.

As a specialist in advising medical practitioners, I know how stressful and busy your life can be and work to help you simplify, enhance and protect your wealth. With access to the vast resources of TD Bank Group, I can help you to take your wealth horizons to the next level. Here are a few of the ways I can add value:

Unbiased advice. TD Wealth Private Investment Advice allows for unbiased access to all investment solutions. I am free to advise you with complete objectivity, free from bias to any products or platforms.

Discretionary wealth management. I am qualified to offer discretionary wealth management, which alleviates pressure on extremely busy individuals.


Customization. I provide complete and tailored wealth services based on a personalized one-on-one relationship with you and a firm understanding of your unique financial challenges.

Complete, integrated wealth services and access to TD resources that take the stress of banking, borrowing and investing off the table. With knowledge of incorporation and the ability to prepare detailed cash flow and net worth statements, I will coordinate all the details to offer you maximum convenience.

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Experience in managing heavy debt loads. If you've recently left school and set up your practice, you are most likely burdened with substantial debt. Or, perhaps you have incurred debt while investing in the growth and scope of your healthcare business. I can help you to pay down your liabilities and begin to grow your capital.

Experience in improving cash flow and assuming disciplined spending patterns.

Experience in providing guidance to diversify and invest intelligently so that all your assets are not held in your practice. This helps to ensure you have a comfortable retirement and are not relying solely on the sale of your business.

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ADDITIONAL CONTACT

Branch Office: (902) 420-3211
Branch Fax: (902) 420-8141

LANGUAGES

English

Meet The Team

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Market Commentary

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.

U.S. Fed delivers rate cuts and mixed signals

U.S. Federal Reserve cuts rates, but was divided on whether more cuts are coming this year. What does this mean for the markets? Kim Parlee talks with Scott Colbourne, managing director, TD Asset Management.

One problem per visit?

It’s a question I hear from doctors and patients alike. There are so many factors to consider that it arguably becomes impossible to answer. In fact, the best answer to the question of restricting patients to one issue per visit may indeed be: “It depends.”

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from my services?