I provide my clients with superior, individually tailored portfolio management services for any range of client, from discerning entrepreneurs, individuals, families, private corporations, trusts, and estates. My reputation has been built through my outstanding personalized service and counsel, as well as through my consistent successful track record of delivering solid results. My clients and their families have toiled hard for the money that they have entrusted to us, and I work hard to both earn them a solid return on their investment and protect the fruits of their labour.
Portfolios are designed to meet the individual goals of each investor. By offering a customized investment policy statement, clients can rest assured that their investment plan is being followed diligently.
Effective Investment Process
My offerings are best suited to investors that are looking for safety, stability, and growth. We incorporate companies that offer solid balance sheets, show consistent profitability, and demonstrate the ability to deliver sustainable growth.
John is a CFA Charterholder as well as a member of the CFA Society of Montreal