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Working together to help you achieve what truly matters to you
A natural born "big thinker", John leads the Green Wealth Advisory Team with his strategic outlook and ability to see the end goal. He has an innovative focus on client experience and an amazing talent for asking great questions. He can also tell a pretty good story (or two… or three).
As a mentor & visionary, John has led not only the Green Wealth Advisory Team, but the Saskatoon branch as a whole. He has a ton of experience in the industry – 39 years to be exact. This might seem like a big number but John can honestly say he still enjoys waking up and embracing each day. You can be confident that John will have your back; his areas of expertise include: extensive knowledge about investments, market changes, world events (and their effect on markets). Not only that, his appreciation for the behavioural side of investing combines long term perspective with the ability to keep your goals on track.
Oh! And we are pretty proud of the fact that he was awarded TD's "Vision in Action" award in 2010 – the highest form of individual recognition a TD employee can receive. He was chosen because he embodies the spirit of TD's guiding principles – delivering a legendary experience, operating with excellence, taking on risk, and understanding TD's business. An award where approximately 75 in 75,000 TD employees are recognized for. Impressive to say the least!
John's appreciation for both sunrises and sunsets goes deep – almost as deep as the love he has for his miniature dachshunds, Sully & Maddie. As often as possible, he combines the two with an early morning walk. As empty nesters, John and his wife are embracing their independence by traveling, taking the time to try new recipes, and staying very active (the odd game of golf or whatever their bodies will still allow). They have two daughters - one in Vancouver and one here in Saskatoon. In late 2020, they welcomed their first grandbaby whom they hope to visit as often as possible out West!
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Fax: (306) 975-7404
Branch Office: (306) 975-7400
Branch Fax: (306) 975-7404
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.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
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 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.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
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.
Passing on your Wealth
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
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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