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Investment Advisor
John works with clients to uncover opportunities to build and protect wealth and ensure clients are confident they are on track to achieve their financial goals. Minimizing taxes and safeguarding wealth are at the forefront of strategies for those both nearing retirement and actively retired. The holistic approach to wealth management ensures each client has all their needs covered in their bespoke wealth plans.
Meet our team
To say it’s been a testing time for markets and investors is an understatement. Amid what can be confusing and rapidly shifting market dynamics, we give our thoughts on four key questions on investors’ minds about the U.S. equity
The threat of U.S. tariffs has become top of mind for those considering buying or selling a home in Canada. Concerns about the significant...
The Bank of Canada lowered its benchmark interest rate again in March, this time to 2.75% from 3%.
The 2018–2019 U.S.-China trade conflict underscored how tariff uncertainty can dampen sentiment, depressing valuations even if the...
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