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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.

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Recent Articles

Focus on earnings season

Focus on earnings season

Feb 18, 2025 | Kelly Bogdanova

Washington, D.C. policy decisions have been in the spotlight of late, but we think investors should not take their eyes off the results and clues coming from Q4 earnings season.

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Canada’s housing market outlook: Sustaining recovery in uncertain times

Canada’s housing market outlook: Sustaining recovery in uncertain times

Feb 11, 2025 | Robert Hogue

The significant risk that tariffs pose to Canada’s economy casts a potentially dark shadow over the housing market.

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The U.S. deficit, interest rates, and private sector interplay

The U.S. deficit, interest rates, and private sector interplay

Feb 07, 2025 | Atul Bhatia, CFA

Economics is rife with self-correcting mechanisms, and we give our thoughts on how that dynamic is likely to play out in the relationship between the U.S. budget deficit and longer-term interest rates.

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Tariffs’ leverage extends far beyond trade

Tariffs’ leverage extends far beyond trade

Feb 05, 2025 | Atul Bhatia, CFA

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.

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Ryan Edgington

John Leclair, MFin, CFA, CFP®, FCSI®

Investment Advisor 

416-842-7329 | Email me

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