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Senior Portfolio Manager
Working together to help you achieve what truly matters to you
380 Wellington Street 18th Floor, Tower B London, ON N6A 5B5Map
With over 30 years of investment management and financial services experience, I actively focus on providing comprehensive investment and wealth management solutions to individuals, families, estates & trusts, charitable and business organizations. As a Senior Portfolio Manager with TD Wealth Private Investment Counsel, I provide a high level of personalized service for my clients.
As a portfolio manager, I'm highly skilled in customized discretionary investment management solutions. Beginning with a thorough discovery process, my team offers tailored portfolio management solutions with emphasis on risk control and asset allocation.
As a member of TD Wealth Private Investment Counsel, I collaborate with a talented group of TD specialists and have complete access to their proficiency and the resources of TD Wealth and TD Bank Group teams. My role is to create fully integrated and comprehensive plans for our clients, by ensuring that the appropriate specialists are brought in when required, to apply their specialized knowledge to our clients' specific circumstances. This can range from business succession planning, tax, estate planning, and to credit and insurance needs. This collaboration is crucial to our clients' evolving needs from the accumulation of wealth to the preservation and transitioning of their wealth through every stage of their life.
John holds the designations of; CIM® - Chartered Investment Manager; and PFP – Professional Financial Planner. He also holds a Bachelor of Commerce and a Bachelor of Arts from the University of Windsor, Ontario.
Outside of work, John is married to Carol with two adult sons. Health and fitness is a passion.
Toll Free: (800) 263-2163
Branch Office: (519) 663-1437
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
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