John Brown, BA (Econ), CFP, CIM
Investment Advisor, Financial Planner
John has been in the financial services industry for over 30 years and joined BMO Nesbitt Burns in 2010. During his career, John has been delivering his extensive knowledge in financial planning and matching it with his deep knowledge on risk management and portfolio construction to ensure client success in achieving financial goals. He uses a detailed and disciplined approach to financial planning to develop a comprehensive wealth management solution specializing in investment planning, retirement income planning, estate planning and tax minimization strategies. He brings extensive knowledge in dealing with professionals and the incorporation opportunities offered through income splitting, family trusts, holding companies, individual pension plans, and employee profit sharing plans.
John holds both the CERTIFIED FINANCIAL PLANNER® or CFP® designation and Chartered Investment Manager (CIM) designation as well as a BA in Economics from Simon Fraser University. John stays current in all aspects of financial planning and regularly enrolls in a variety of courses and seminars to enhance his level of expertise and ongoing ability to meet his clients' needs.