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John is a licensed Portfolio Manager (PM) who works directly with high net worth investors and their families. He is also a CFA charterholder and a member of the CFA Society Toronto.
As a PM and a CFA charterholder, John is held to the highest standard of duty and care when working with clients. In contrast to an investment advisor, a portfolio manager, such as John, has a fiduciary duty to act in his clients' best interests. This is a legal standard not unlike the fiduciary duty imposed upon doctors and lawyers. John must also adhere to the CFA Institute's Code of Ethics and Standards of Professional Conduct.
John is passionate about making money for his clients to enable them to reach their goals. He endeavors to accomplish this by striving to maximize performance, managing risk and minimizing fees.
Performance: John uses a disciplined rules based investment process that allows him to avoid common investment mistakes based on emotion, intuition and conflicts of interest. His process was developed and improved upon over many years using his background in both engineering and finance. John invests the majority of his own money and that of his family alongside his client's money using the same investment process and securities. John has a multi year performance track record that he would be happy to share and compare with any mutual fund.
Risk: John does not believe that a "buy and hold" investment approach is effective. He believes that there are times when you want to participate in the stock market and also times when you want to avoid the stock market. John utilizes indicators that measure the risk/reward characteristics of equities vs other asset classes such as cash. This enables John to effectively increase or decrease exposure to stocks depending on the market environment.
Fees: John manages money for clients on a discretionary basis and charges a fee for service that is fair, reasonable and transparent. In most cases the fee is lower than alternative fee structures. As much as possible, John avoids utilizing mutual funds due to their frequent inferior performance and high fees.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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