Portfolio Manager For High Net Worth ClientsJohn is an experienced portfolio manager 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.
The Retireability Score
Here’s a quick diagnostic tool to determine just how ready you are for retirement. Please take the test, note the results and discuss next steps with John…
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 eight 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.