Specialties:
To provide my clients the highest-level service possible through strong ethics, superior resources, and an investment philosophy focused on optimising capital growth and preservation.
The Team
John Antle Investment Advisor John Antle is an established Investment Advisor committed to assisting individuals who desire strategically well-managed investment portfolios. His ability to understand and translate a client’s short and long term financial goals into a reality have earned him a reputation for delivering excellence in both customer service and satisfaction.
An entrepreneurial minded individual with an acute understanding of the intricacies of business and financial goal setting, John Antle specializes in managing portfolios for high net worth individuals.
Commencing his career in Toronto, and later lured to the beautiful Okanagan, John enjoys an expansive network of like business minded professionals that span the continent.
In his free time, John fully embraces the Okanagan lifestyle with family and friends. Skiing, cross-country biking, rollerblading, and boating are few of his preferred pastimes.
Fred James Estate and Insurance Advisor A life and qualifying member of the prestigious Million Dollar Round Table, Fred brings 35 years of experience to the team to meet your life insurance and investment needs. As a former professional football player winning two Grey Cups in the CFL, Fred knows what it takes to be a winner – commitment and teamwork.
Sheila Martin Administrative Assistant As the Administrative Assistant for the team, Sheila’s role is to ensure all aspects of accounts run smoothly. When not working, Sheila enjoys spending time with family and friends, playing guitar and softball.
1The opinions, estimates and projections contained herein are those of the author as of the date hereof and are subject to change without notice and may not reflect those of BMO Nesbitt Burns Inc. (“BMO NBI”). Every effort has been made to ensure that the contents have been compiled or derived from sources believed to be reliable and contain information and opinions that are accurate and complete. Information may be available to BMO Nesbitt Burns or its affiliates that is not reflected herein. However, neither the author nor BMO NBI makes any representation or warranty, express or implied, in respect thereof, takes any responsibility for any errors or omissions which may be contained herein or accepts any liability whatsoever for any loss arising from any use of or reliance on this report or its contents. This report is not to be construed as an offer to sell or a solicitation for or an offer to buy any securities. BMO NBI, its affiliates and/or their respective officers, directors or employees may from time to time acquire, hold or sell securities mentioned herein as principal or agent. BMO Nesbitt Burns Inc. and BMO Nesbitt Burns Ltee/Ltd. ("BMO Nesbitt Burns") will buy from or sell to customers securities of issuers mentioned herein on a principal basis. BMO Nesbitt Burns, its affiliates, officers, directors or employees may have a long or short position in the securities discussed herein, related securities or in options, futures or other derivative instruments based thereon. BMO Nesbitt Burns or its affiliates may act as financial advisor and/or underwriter for the issuers mentioned herein and may receive remuneration for same. A significant lending relationship may exist between Bank of Montreal, or its affiliates, and certain of the issuers mentioned herein. BMO NBI is a wholly owned subsidiary of BMO Nesbitt Burns Corporation Limited which is an indirect wholly-owned subsidiary of Bank of Montreal. Any U.S. person wishing to effect transactions in any security discussed herein should do so through BMO Nesbitt Burns Corp. and/or BMO Nesbitt Burns Securities Ltd.
2All insurance products and advice are offered through BMO Nesbitt Burns Financial Services Inc. by licensed life insurance agents, and, in Quebec, by financial security advisors.
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.
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