Work Experience

John started working in the Investment Business in 1987, three months before Black Monday. John has worked as a Financial Advisor for 4 of Canada's largest investment companies. With more than 50 years of personal and professional investment experience, John has the knowledge, expertise and passion to help his clients meet their financial goals in good markets and bad.

Education

- Master of Science: National University of Ireland (2011)
- Bachelor of Arts: University of Manitoba (1982)
- Advanced Investment Strategies: Canadian Securities Institute (2021)
- Wealth Management Essentials: Canadian Securities Institute (2013)
- Life License Qualification Program: Insurance Council of BC

Community Involvement

John has provided his financial and fundraising skills for Balmoral Hall School for Girls, Macdonald Youth Services, The Rotary Club of Brandon and the United Way of Winnipeg.

Accomplishments

John graduated with Honors with a Master of Science, Finance from the University of Ireland in 2011

Family

John met his wife Lee in 2006 while living and working in Shenzhen, China and they returned to Manitoba to live in Brandon in 2013. John and Lee have one son Jack. John has 2 adult daughters, Sarah and Julie.

Focus areas

  • Wealth Strategies
  • Business Owner Considerations
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Education Savings Strategies

My Personal Interests

  • Personal Fitness
  • Skiing
  • Swimming
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat 09:00AM - 12:00PM
Sun Closed

Additional Hours

  • Evenings

Branch Team

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