John has been involved with the financial services industry for more than 30 years.
After 15 years as a retail client of various banks, investment brokerages, life insurance companies and "advisors" of all sorts, John brought his vision of relationship-based, client-centric financial planning to life in 2004.
As a Certified Financial Planner (CFP) operating in the independent advisor channel, John educates and guides his clients toward their long-term financial goals - all with a calm, creative, and straightforward approach.
John joined Wise Advisory Group in 2018 and works with the team to create a meaningful, positive impact on clients lives.
Securities-licensed* in ON, BC, AB and NS.
Life Insurance-licensed in ON and AB.