CFP, CIM, FMA, FCSImore
Toll Free: (800) 461-5416
Fax: (705) 728-8733
John has been an Investment Advisor in Barrie since 1986.
He has a B.A. (Honours Economics) and holds the following designations.
CFP (Certified Financial Planner)
CIM®(Chartered Investment Manager)
FMA (Financial Management Advisor)
FCSI (Fellow of the Canadian Securities Institute)
John concentrates on the financial and investment needs of individuals and retired clients. He stresses a long term approach to investing and emphasizes financial planning, portfolio planning and strategic asset allocation. By working with his clients to assess their personal investment objectives and constraints, he is able to determine a profile and build a strategy that will meet their long term investment objectives. Strategic asset allocation is the most critical element in creating and maintaining a solid financial plan to meet these objectives. He is committed to servicing these personal investment goals.