Meet John Scrocco, a highly experienced and knowledgeable investment advisor with over 15 years of experience in the financial industry. John strives to deliver exceptional results to clients, earning a reputation as one of the top investment advisors in the Montreal region.
John has a passion for helping clients grow and preserve their wealth. With a deep understanding of the financial markets and a sharp analytical mind, he takes a personalized approach to investment planning, tailoring strategies to meet each client's unique needs, goals, and risk tolerance.
Throughout John's career, he has demonstrated a commitment to staying up-to-date with the latest developments in the industry. John holds the Certified Financial Planner designation, which attests to his expertise and commitment to professionalism.
John's investment philosophy is centered on diversification and a long-term perspective. John believes in creating a well-rounded portfolio that balances risk and reward, and regularly reviews and adjusts clients' investments to ensure they are aligned with their goals. John also has expertise in retirement planning strategies, helping clients navigate the complex world of pensions, Social Security, and other retirement income streams.
When working with John, clients can expect clear and effective communication, regular portfolio reviews, and a collaborator toward their financial success. John takes pride in building long-lasting relationships with clients, and he is dedicated to providing the highest level of service and support.
Choose John Scrocco as your investment advisor, and experience the financial confidence that can come with working with a trusted professional. John's commitment to your financial success aims to help you reach your goals and secure a brighter financial future.
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.