For over 20 years I have served clients with complex financial needs - including estates and corporate taxes, extended family dynamics and succession plans. In my previous role as a portfolio manager with one of Canada's largest companies, I built portfolios for a private investment firm for physicians, so the details and nuances of that role are second nature to me. I understand diversification, appropriate fee structures and tax implications. I hold the CFP® designation which holds me to a higher standard of knowledge, ethics and service.
I take the time to get to know you so I can understand what's important to you-what you value, your goals and the legacy you want to leave. Then I will build an ideally tailored portfolio and will review it on a regular basis to keep you on track to meet your goals. I will also partner with your accountant and attorney to ensure that everything we do is in your best interest.
Your wealth is the manifestation of your hard work and the embodiment of your ongoing security. It is my job to help protect your wealth through a diversified portfolio, reducing risk associated with turbulent markets. When unexpected world events send the stock market into turmoil, I will work closely with you to help reduce the emotional stress and keep you focused on your long-term goals.
Our branch team includes Senior Branch Office Administrator Kathy Cruickshank and part-time Branch Office Administrator Carol Forrester. Both are very experienced administrators in the Financial Services industry.
Outside of work, I'm likely working out at the gym or playing guitar; you might even catch our band at community events. My wife and I have two daughters and a son. Our oldest daughter is studying to be a veterinarian while our younger daughter, in grade school, has inherited the music gene and loves anything concerning music and dance. Our toddler son is just finding his groove.
Phone NumberBlaine R Johnston at (250) 851-2052
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