CPA, CA, CFP®, CFA®, CLU®
John has a passion for advising affluent individuals & private business owners. His extensive knowledge of tax, corporate finance, investments, and insurance products is invaluable in obtaining a big-picture view of a client’s financial situation. This perspective allows John to recommend practical approaches to organizing and structuring a client’s financial affairs, while focusing on maximization of after-tax wealth. John is a Chartered Professional Accountant, Certified Financial Planner, Chartered Financial Analyst, and Chartered Life Underwriter with over 25 years experience in tax & estate planning and corporate finance.
John’s memberships and associations include the Canadian Tax Foundation, the Estate Planning Council of Calgary, and the Conference for Advanced Life Underwriting.