John brings over 25 years of experience in Wealth Management and Capital Markets to his role as a Senior Investment Counsellor with RBC PH&N Investment Counsel, a member company under RBC Wealth Management – PH&N Investment Counsel, in which he serves high-net-worth clients and not-for-profit organizations throughout Ontario and other provinces.
John’s years in the investment industry have finely tuned his ability to listen, understand and translate client dreams into well-executed investment strategies. Working with a select group of clients allows John and his team the opportunity to develop personal relationships with each of his clients. As a result, John achieves an in-depth understanding of his clients' needs as well as the level of trust necessary to actively manage their portfolios. Regular communication ensures that those strategies are continually refined to reflect changes in client objectives, ever mindful of the need to preserve the balance, unique to each client, between asset growth and asset preservation.
A Chartered Financial Analyst, John is ably supported by talented tax, estate planning and business owner specialists within RBC who work closely with clients' existing advisors to design and implement strategies to mitigate risk, minimize tax, plan for retirement, and transition wealth to the next generation, along with a team of individually selected investment managers in key markets around the world.
John attended McMaster University, graduating with a bachelor’s degree in Economics. He is a Chartered Financial Analyst (CFA) and is a member of the CFA Society Toronto and the CFA Institute and a holder of Certified Financial Planner (CFP), Fellow of the Canadian Securities Institute (FCSI) and Canadian Investment Manager (CIM) professional designations.
