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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.
Meet our team
The Nikkei 225 recently climbed past its all-time closing high. We explore the factors behind investors’ enthusiasm and explain why a disappointing macroeconomic backdrop is not seen as obstacle.
Canadian inflation outlook still murky but January CPI growth slowed Year-over-year CPI growth slowed to 3.2% in January from 3.4%...
Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.
It may be the unusually mild weather or the modest drop in fixed mortgage rates since November—or both—but Canadian house hunters have...
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