John Naas
Senior Investment Advisor
Senior Portfolio Manager
FCSI®
CFP®
CFA
Working together to help you achieve what truly matters to you
Phone
Office Location
With over 20 years of experience in financial advisory, John holds the Certified Financial Planner (CFP®) designation and is a Chartered Financial Analyst (CFA®) charterholder. He specializes in Financial Planning and Tax Optimization, helping clients design and maintain comprehensive financial roadmaps that align with their personal and professional goals.
John provides ongoing guidance to physicians and their families, reviewing both personal and corporate tax strategies annually to help ensure long-term financial efficiency and growth. His approach combines technical expertise with a deep understanding of the financial complexities unique to medical professionals.
Outside of work, John enjoys giving back to the community. He is currently volunteering with the Community Foundation of Nova Scotia, where he serves as a member of the Board of Directors and Chair of the Investment Committee. He also stays active through tennis and spends quality time with his children. His commitment to balance, community, and lifelong learning mirrors the values he brings to every client relationship.
Certificates
FCSI®
CFP®
CFA
Languages
English
Naas Neatt Physician Wealth Management
John Naas and Andrew Neatt joined TD Wealth Private Investment Advice because they found a culture that truly aligns with their values.
They believe TD’s client-first approach and collaborative environment allow them to serve physicians and their families with the same integrity, care, and long-term focus that has always defined their practice.
Services Offered
Since 2001, our team has helped physicians build, protect, and transition wealth with clarity and confidence. Our integrated service model brings together investment expertise, tax planning, and multi-generational wealth strategies, all tailored to the unique financial path of medical professionals.
We provide:
- Tax-efficient, cost-effective discretionary portfolio management
- ETF specialization, including factor-based strategies and tax-loss harvesting
- Globally diversified investment solutions
- Comprehensive financial and retirement planning
- Estate and insurance planning to protect your family and legacy
- Private Banking access for streamlined personal and corporate banking*
- Cashflow, net worth, and family wealth planning
- Business succession guidance for incorporated physicians*
- Seamless coordination with accountants, lawyers, and other advisors
- Family fee discounts to help maximize long-term efficiency
*Select services are delivered with support from TD Specialists.