John has more than 25 years of experience in the financial services industry and we are pleased to have his expertise in leading our advisor team. Having been an advisor, John understands the value of advice and the responsibility advisors have in ensuring clients are educated and well served to align with their goals. Having led numerous teams over the course of his career, John’s track record of coaching and mentorship not only builds positive momentum but drives tangible results.
John holds the Certified Financial Planner (CFP®) designation and will also play a crucial role in supporting advisor transition to IIROC in the coming 12 months.
John lives in Kemptville with his family and plays an active role in his community.