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Senior Portfolio Manager & Wealth Advisor
After graduating with a Bachelor of Commerce degree in Finance from the University of Calgary, John progressed into gaining experience in the oil and gas industry in Calgary. John’s role was focused on managing corporate treasury for Canada’s fourth-largest energy company based in Calgary. While there, he oversaw over $1 billion in foreign exchange transactions annually, provided analysis and insight into capital borrowing structures, and oversaw international money movement through investment and bank accounts in 35 countries which were in excess of $15 billion annually.
In 2007, wanting to shape his own career, he moved back to Red Deer and joined RBC Dominion Securities where he developed industry expertise and began building his own private wealth management practice.
Since joining RBC Dominion Securities, John has expanded his accreditation from Investment Advisor, to Wealth Manager, and in 2018 to Chartered Investment Manager. While managing and growing his practice, he also took on management of the office from 2013 – 2019 continuing to develop skills and knowledge unique to his role.
John has over 20 years of experience in corporate and family wealth management, and has gained valuable insight uniquely tailored to this role. Through his diversified experience in capital markets and personal finance, John employs a comprehensive process where he applies this broad knowledge, understanding, and access to resources to provide you and your family with unparalleled wealth management solutions and services. Born and raised in Red Deer, he believes in being an active member in the local community - previously spending time on the boards of the Red Deer and District Community Foundation, Affairs of the Arts (A Red Deer College fundraiser), and the Audit and Finance Committee for the 2019 Canada Winter Games.
Outside of the office, John spends time with his wife Melissa and their children: Nikola, Chloe, and Brooks. When he can, John enjoys donating his time to community ventures, and in his leisure moments, can likely be found on the ski hill or the golf course.
Associate
Allan joined John's team in 2022 and has been passionate about helping clients navigate their financial goals ever since. With a Bachelor's Degree in Accounting from the University of Jamestown, Allan brings a fresh perspective to the team through his role as Associate, as well as his love for the fast-paced environment of the wealth-management industry. Allan helps complete client requests in a courteous and timely manner and is dedicated to providing excellent customer service.
Born and raised in Red Deer, Allan enjoys small town life and the tight knit community it provides. In his spare time, Allan is an avid golfer and lives an active lifestyle, continuing from his college days where he was a collegiate athlete in both golf and hockey.
Angela joined John’s team in 2024 and brings over 25 years’ experience in the hospitality and customer service industry. Prior to joining the team, Angela held a role as a managing partner in a restaurant ownership group which oversaw multiple locations, with a focus on organizational efficiencies and strategic management. Her love of investing, passion for professional development, and goal-oriented mindset led her to a career pivot into the world of finance. She recently completed her Canadian Securities Course, with a focus on the Wealth Management process and a future goal of completing the CIM ® designation.
Working on John’s team as a licensed Associate, Angela is dedicated to excellence in customer service, and truly enjoys getting to know our clients and assisting with their requests on behalf of the team. She brings enthusiasm and passion to the team, and will always greet you with a heartfelt smile.
In her free time, you’ll find Angela planning her next travel adventure or testing her knowledge as a Sommelier and hosting dinner parties with her partner, Tyler.
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