John Svalina
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Senior Portfolio Manager
Senior Investment Advisor
CIM®
FCSI®
MBA
Our discovery and wealth management approach is driven by what matters most to you
Phone
Office Location
A local to the Sudbury region, John understands no two people are the same—each carries unique goals and challenges. He develops long-term relationships with clients and their families to help them achieve their vision for their future. In the end, he wants his clients to feel secure and confident that their wealth is working for them, their families and their legacy.
While his clients are always top-of-mind, John balances his professional and family life by enjoying time with his wife Tina and two children, Johnny and Anna. He is an MBA and Commerce graduate and obtained the designation of Chartered Investment Manager (CIM®), and Fellow of the Canadian Securities Institute (FCSI®) designations.
John believes in building wealth strategies tailored to you and those that matter most to you. He will work with you to ensure your wealth plan evolves as you do. He is dedicated to providing you with sophisticated solutions that will help you navigate the complex world.
John is proud to be part of the Hickey and Svalina Wealth Management Group. A team of qualified, dedicated and experienced professionals. This dynamic team brings over 150 years of combined advisory and investment industry experience. The group specializes in serving the needs of business owners, professionals, retirees and widows.
Phone
Fax
(705) 675-3938
Certificates
CIM®
FCSI®
MBA
Languages
English
A Team Approach
Armed with a deep understanding of your priorities and values, we'll build a team of specialists centred around you. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.
Your Goals, Our Priorities
We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.
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
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
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.
Tailored Solutions
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.
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