John started young in the family business. He helped run a successful financial risk management practice that catered to professionals and business owners. In 2008, he joined Assante Capital Management Ltd., which allowed him to expand his service offering to include securities and wealth management. In collaboration with his network of professionals, John developed valuable expertise in holistic wealth management, and shares his extensive knowledge with his clients.
Within the last 10 years, John earned an impressive list of industry credentials, including the prestigious Fellow of the Canadian Securities Institute (FCSI), the Chartered Investment Manager (CIM), the Certified Financial Planner (CFP) and the Certified Health Insurance Specialist (CHS) designations.
John is an active member of the Canadian Association of Family Enterprises (CAFE) and is also a speaker for two national medical associations on various financial planning topics.
John enjoys skiing, waterskiing, cycling, squash, and is the proud father of his two children: Jean-Clement & Alyson. He can be contacted at (613) 792-3277, ext. 309 or at firstname.lastname@example.org.