John Davies, CFP, CIM,
Portfolio Manager and Wealth Advisor
John started his financial advisory career in 1984 and has been with RBC Wealth Management since 1998. He has earned his designations as a Certified Financial Planner (1998) and Chartered Investment Manager (2015). As a Portfolio Manager, John is qualified to do discretionary portfolio management as well as assist clients with more conventional brokerage accounts.
Wealth Management for John and his team is holistic in nature, taking into account investment, tax and estate planning as each of them can influence the other. As such, it is common for his team to address the needs of families, inclusive of parents, children and grandchildren.
He and his spouse, Cathi Baillie live in Windsor, have a daughter Stacie (married to Shaun Cote) and grandchildren Colin and Kyle. They have been billeting Windsor Spitfires players since the 2009-10 season and are active with the team.