My team and I provide services to clients with portfolios of $500,000 and above. Below are just some of the people I've been able to help.
- Baby Boomers about to enter retirement
- Children of clients getting started in the world
- Parents of Baby Boomers
- Young professionals using their long time horizon to their advantage
- Clients neglected by their previous advisor
"John has been managing my parents RRIFs for over 12 years. Despite market turmoil during those times, his steady demeanour gave them the confidence to stay the course with great results" - Brian H.
Financial independence is a process... not an event.
