John's solid educational background, combined with his strong interest in people and the financial services industry, result in balanced, well-founded decisions for his clients and colleagues alike.
He is a member of various professional associations, including the Conference for Advanced Life Underwriting, and The Canadian Tax Foundation, and is a strong believer in the merits of professional development. Seldom content with the status quo, John enjoys examining situations from a “what if” perspective.
John graduated from Queen's University with a Bachelor of Commerce with Honours. He then worked for 10 years with KPMG, a leading international accounting and tax firm, before redirecting his career toward insurance and financial planning services for individual and corporate clients. John has a keen interest in chartable giving as well as estate planning, creation, administration and taxes.
John has his own financial services firm, as well as interests in various other firms related to the financial industry.
Proud of his roots in Lindsay, Ontario, John never loses sight of the people and personalities behind each client file.
We serve individuals, families and businesses in the Markham area.
Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis: