John has been involved in the financial services industry for over 30 years and is a financial planner and an insurance agent. He is a Certified Financial Planner (CFP), a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (CH.F.C.) who, with his wealth of knowledge, is well equipped to provide a comprehensive approach to financial security planning.
To earn his professional designations, John had to complete a series of approved educational programs and pass rigorous examinations. On an annual basis, John is required to fulfill continuing education requirements to stay knowledgeable about current financial trends and planning strategies. For 30 years, John has been a member of The Financial Advisors Association of Canada (Advocis) and adheres to a professional Code of Ethics in his daily business activities.
John and his team strive to help their clients define their financial goals, develop a plan to achieve those goals and then regularly monitor their progress to keep current with the changes that are an ongoing function of living their lives. Our philosophy is "enjoy your life today while planning for tomorrow". We firmly believe that realistic financial goals can be achieved without unduly sacrificing the life you want to live today.
John is licensed to provide his services in the provinces of Alberta and British Columbia. He focuses his efforts in West Central Alberta and in the city of Vancouver and surrounding area in BC. John works with individuals, families, professionals and business owners who share his values and in doing so, focuses on quality rather than quantity. He helps his clients to plan for successful financial futures for themselves and their loved ones.
Should you feel our services may be appropriate for you, please contact our office and together we'll determine if our approach to future financial security is right for you.
