Stockton Wealth Management

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.

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.