1 First Canadian Place
38th floor, P.O. Box 150
Estate and Insurance Advisor, BMO Nesbitt Burns Financial Services Inc.
Tel: (416) 359-6965
started in the Financial Planning industry in 1990 shortly after
graduating from McMaster University. He has worked both in practice and
in leadership roles with some of Canada’s most-recognized insurance
BMO Nesbitt Burns Financial Services Inc. in April of 2007. With over 20 years experience in the Life Insurance and Financial Planning area, John is a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Life Underwriter, a Trust and Estates Practitioner and an Elder Planning Consultant. John is a member of Advocis, the CLU Institute, the Financial Planning Standards Council of Canada and the Canadian Initiative for Elder Planning Studies.
With a specialty in planning for owners of private corporations, John has a keen interest in taxation and the role it plays in wealth and estate planning. He joined the firm in full partnership with Steven Smith, Estate & Insurance Advisor, Senior Vice-President in 2007 to work as specialists that create insurance solutions for clients to deliver;
• corporate tax-reduction,
• guaranteed income programs,
• estate liquidity solutions
• legacy maximization,
• wealth transition, and,
• Family estate equalization.