An independent and dual-licensed* financial advisor with Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations, John provides his clients with Personal Pension Plans, combining comprehensive financial planning with discretionary investment portfolio management.

With no proprietary products to promote, and no imposed quotas to meet, John focuses solely on clients’ unique needs.

His approach is analytical, process-driven and creative, considering investments, retirement, insurance, taxation, and estate planning.

John’s proficiency in behavioural finance helps clients avoid costly mistakes and achieve their financial goals.

Upon implementation of their Personal Pension Plan, clients receive a broadly-diversified and liquid investment portfolio, focused on owning the great companies of the world. Portfolios are actively monitored and adjusted as plans evolve and as circumstances change.

* ”If your only tool is a hammer, every problem tends to look like a nail.”

John has access to a vast toolkit of products, including exchange traded funds (ETFs), mutual funds, individual securities and insurance solutions, as well as private/alternative investments and tax strategies.

All strategies are provided under the watchful eye of rigorous compliance and regulatory bodies.

Securities-licensed in ON, BC, AB & NS.

Life Insurance-licensed in ON and AB.

Investments offered through Aligned Capital Partners Inc.

Financial Planning and Insurance products are provided by Wise Advisory Group.