Since 2003 I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals. My commitment to continuous education, as well as completion of required qualifications, has earned me the CERTIFIED FINANCIAL PLANNER™ certification conferred by the Financial Planning Standards Council, as well as the Financial Management Advisor (FMA) and the Fellow of CSI (FCSI) designations conferred by the CSI.
I am also a Certified Retirement Specialist. I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals
John Waters, CPA, CA, CFP®, TEP
VP & Head of Tax and Estate Planning
John’s areas of expertise include personal tax and corporate tax for private corporations as well as financial and estate planning for high net worth individuals, executives and entrepreneurs.
Before joining BMO Nesbitt Burns, John was employed by a large, international accounting firm as a senior member of the Toronto High Net Worth tax practice.
John has also assisted in the design and execution of executive compensation plans and has experience in a wide range of planning scenarios involving the taxation of individuals, corporations, trusts and partnerships. John is a Chartered Professional Accountant (CPA, CA), CERTIFIED FINANCIAL PLANNER® and member of the Society of Trust and Estate Practitioners (TEP). He holds a Bachelor of Commerce (B.Comm) from Queen’s University.