1959, 152 Street
White Rock, BC
Investment Advisor, Financial Planner
Tel: (604) 514-1925
Fax (604) 514-1927
|John has been in the financial services industry for over 20 years and recently joined BMO Nesbitt Burns after spending the last 12 years working as a financial advisor with a physician focused investment firm. He uses a detailed and disciplined approach to financial planning to develop a comprehensive wealth management solution specializing in investment planning, retirement 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 (CFP) and Canadian Investment Manager (CIM) designations as well as a BA in Economics from Simon Fraser University. John stays current in all aspects of financial planning and regularly enrols in a variety of courses and seminars to enhance his level of expertise and ongoing ability to meet his clients' needs.