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"I think my ability to clearly explain and simplify complex concepts makes my clients more comfortable in discussing their finances. Mutual respect and integrity are paramount in building trust - for me, they’re the foundation for developing a client relationship."
John specializes in helping clients plan for retirement, as well as retirees looking for ways to increase their net worth and generate tax-efficient income strategies that mitigate investment risk, even during periods of market volatility. To better address his clients’ needs, John extended his specialized knowledge of retirement and estate planning strategies, earning the Registered Retirement Consultant (RRC®) designation in addition to his Certified Financial Planner® (CFP) designation.
John completed the Canadian Securities Course, so he could become a better investor himself. “I then realized this was the profession for me. You would be hard pressed to find someone who absolutely loves what they do as much as I do. I truly enjoy knowing I’ve made a difference in a client’s financial circumstances.”
John will work with you to develop your comprehensive LifeSpring® financial plan, a blueprint for building and maintaining a strong financial foundation. The plan will integrate all aspects of your financial picture: investments and estate planning as well as your business banking (if applicable).
Learn more about the value of working with a financial advisor.
† Mutual funds are offered through Credential Asset Management Inc.
Insurance services provided by BlueShore Wealth.