The Fitzpatrick Wealth Management group has committed to the families and businesses we work with by putting them at the center of everything we do.
It starts by listening to you, the client – not just in our first meeting, but throughout our relationship. As you move through life’s stages, your needs and goals will change. Your investment and financial strategies must change with them.
We will create a stable, conservative portfolio that is designed to deliver consistent capital growth or income without taking on a level of risk that is unsuitable for a client in your situation. For some people, this might be a customized portfolio comprised of individual equity and fixed income securities. For others, this might be achieved by dividing assets among some of the world’s finest money managers through the TD Premier Managed Portfolio program. Whatever the circumstances, it is our responsibility to help create the most suitable investment solution for each and every client.
As an Investment Advisor, John's mandate is to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. He will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
John graduated from St. Francis Xavier University with a BBA. Upon graduation he joined Irving Oil in the Finance Department. After two years, John decided to further his education, and returned to school at the University of New Brunswick to pursue his Master's Degree specializing in Finance.
When he completed his MBA, John joined a leading Canadian money management firm and was responsible for their Atlantic Canada division. Learning from some of the best and brightest minds in the Canadian investment world, John brought this knowledge to our office at TD Wealth Private Investment Advice five years ago where he has been building his own practice.
He obtained his Chartered Investment Managers designation and continues to build on his education.
When not engaging with clients, John likes to spend time with his wife and daughter hiking and boating at the family camp. He enjoys giving back to the local community by being involved with the New Brunswick Symphony Foundation, the YMCA Endowment board and the Miramichi Salmon Association. In recognition of his work in the community John was awarded the Young Leader to Watch award from the YMCA in 2017.
Fitzpatrick Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
John recently had the opportunity to team up with his sister, Julie Fitzpatrick, and the University of New Brunswick to share their insights on the important principles of financial management in an article titled Julie & John: Principles of Financial Management