The Fitzpatrick Wealth Management group has committed to the families and businesses we work with by putting them at the centre 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 Manager 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.
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.