From Highway 11 North or South: -Take the Coldwater Rd. exit, continue towards downtown to West St. -Turn right on West St., there are 2 municipal parking lots on the right hand side We are located at 6 West St. N, 4th Floor.
Education:
Honours Bachelor of Business Administration, Wilfrid Laurier University, Waterloo, Canada
Chartered Accountant
Languages Spoken:
English
Specialties:
John is committed to providing a high level of service to all of his clients, and achieves this with the help of Cynthia Bruce, Associate Investment Advisor and Barbara Goard, Branch Administrator.
Service Excellence I am committed to building a solid, lasting relationship with my clients. Keeping clients informed is a top priority for me. This means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities as they arise, and changing market conditions. I regularly review goals, strategy and portfolio performance with my clients.
Retirement Planning In order to achieve your retirement goals, you need to have a plan. Whether you are focused on the investment component of your retirement plan or want to know more about how to maximize family resources, there are simple, very effective methods to reduce and defer tax on investments, split income, enhance after-tax growth of wealth, and preserve accumulated capital. Through a comprehensive review and the use of the BMO Nesbitt Burns sophisticated planning software, you can have a clear picture of what can be done starting today to help you attain your retirement goals.
Asset Mix Management A key determinant to successful investing is an appropriate mix of assets - cash, stocks and bonds. Using recommendations from BMO Nesbitt Burns' Research Department, I work closely with my clients to develop portfolios that are appropriate for them. As part of our long-term relationship, I will recommend changes to a portfolio mix if their personal circumstances change.
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.
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