John is a Portfolio Manager with TD Wealth Private Investment Counsel in Toronto, where he provides discretionary portfolio management services for high net worth individuals.
John joined TD Wealth in 2002 and has been employed in the investment industry since 1997. John holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the Toronto CFA Society.
TD Wealth Wealth Private Investment Counsel provides exceptional investment counselling services to individuals and their families. These services include professional individual service, thoughtful and appropriate customized portfolio construction, monitoring and rebalancing and detailed performance reporting. We follow a disciplined and structured investment process where each client's unique circumstances are paramount in designing the appropriate strategy.
John strongly believes that financial considerations outside of traditional investment management are extremely important in helping individuals attain their goals. Detailed financial and estate planning, charitable gifting strategies and tax management are all important factors that he considers when developing long-term strategies for his clients.