BA, LLB, R.F.P., CFP
Manulife Securities Investment Services Inc.
Selectpath Benefits & Financial Inc.
- The Canadian Investment Funds Course
- Bachelor of Arts - York University
- Graduate of the University of Windsor Law School
- Registered Financial Planner
- Certified Financial Planner
As in any relationship, effective communication is the key to success. John learns everything he can about his clients – their needs, goals, hopes and aspirations. He delivers information in plain and clear language both verbally and in writing, so his clients understand the entire financial planning process.
John provides prudent financial planning by developing investment policies for his clients throughout the various life cycles. Proper investment strategies must be implemented, maintained and reviewed with a long-term view in mind. John works in tandem with his primary assistant Trisha West.
As a devoted disciple of the balanced portfolio theory, he utilizes strategies designed to preserve capital, reduce volatility and provide reasonable rates of return while controlling costs.
John aspires to have leading edge knowledge on all things financial. John's professionalism and personal integrity is based on his experience and coupled with his voluntary membership in professional associations. He has a strong ethical sense of how to treat people right.