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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.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, I have answers. Let's have a quick chat.
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