Financial Advisor For High Net Worth Clients
John is an experienced financial advisor who focuses on professionals and accredited investors to assist them in integrating their investments with their tax situation for optimal results. Based in Toronto, John has clients across the country as a result of his being recognized as an authority on holistic advice.
Retirement Planning
Most of John’s clients are high-income individuals and families who want to improve long-term, risk-adjusted returns while planning for their retirement. In assisting people in their retirement plans, John focuses on managing both costs and tax liabilities while building highly diversified portfolios.
The Professional Financial Advisor
John’s ground-breaking book The Professional Financial Advisor was first released in 2003 and updated in both 2006 and 2012. Over the past decade, John has cemented his reputation as a nationally respected authority on personal finance that incorporates the elements of professionalism, transparency, scalability and the application of evidence-based research to his advisory practice. John offers discretionary (managed) accounts for those who are looking for an advisor who is held to a Fiduciary Standard. John also offers traditional advisory accounts.
Video and Television Appearances
John is a frequent guest on BNN’s program “Market Call”. He appears approximately once every five weeks. Over the years, John has also appeared on CBC’s “The National” and “Marketplace” as well as CTV’s “Canada AM” as a commentator on matters of personal finance. He is also a sought-after source in Canada’s national newspapers.
