Skip to main content

Stockton Wealth Management

Sound investment advice built to help weather all market conditions

Stockton Wealth Management

Our team uses a disciplined rules-based investment process that allows us to avoid common investment mistakes based on emotions, intuition, and conflicts of interest. We are passionate about making money for our clients to enable them to reach their goals. We endeavor to accomplish this by striving to maximize performance, manage risk and minimize 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.  

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 high fees.

green_divider_line_03.jpg

4Pillars_Option1.jpg

TDPWM_LRMButtons_Services.jpg

green_divider_line_03.jpg

Stockton Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

Branch Office: (613) 966-3245
Branch Fax: (613) 968-7274

 

Meet The Team

REQUEST AN APPOINTMENT

You have questions, we have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

Federal Budget 2023: What you need to know

Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.

Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

Want to become your own boss? Here’s a self-employment starter kit

After spending several years building your career and experience, you may feel the urge to finally strike out on your own and become your own boss. To ensure you're prepared for the transition to self-employment, Pierre Letourneau, Business Succession Advisor, TD Wealth, joins Kim Parlee to discuss what to keep in mind when it comes to money management, taxes and saving for retirement.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Do you know someone who would benefit from our services?