About Us

John has over 20 years in the financial services industry. He started his career with a major financial company progressing to a management position after only one year.

John's passion is helping clients achieve their financial goals and he has been an independent financial consultant since 2000.

His financial planning practice revolves around a long-term focus on client wealth accumulation and estate preservation. John's emphasis on client service and building deep client relationships enable him to provide tremendous value to his client's lives.

His accreditations include:

• Certified Financial Planner (CFP)
• Life Insurance Level II
• Canadian Investment Funds Course (CIFC)
• Bachelor of Business Administration (BBA) Bishop’s University

John serves investors in Ontario and Quebec.