MBA, CPA, CMA
Address3985 Highway 7 East
Markham, ON L32 2A2
My BackgroundJohn’s extensive educational background includes an undergraduate degree in finance and economics from the University of Western Ontario, diploma in accounting from Wilfred Laurier University, and MBA from McMaster University. Accredited with a Chartered Professional Accountant designation, John’s previous professional experience includes tax consulting with PricewaterhouseCoopers and auditing for the Canada Revenue Agency. As an Investment Advisor and Portfolio Manager, John brings over 20 years of experience working for large Canadian and International wealth management firms. John has also provided market updates and investment strategies for the Business News Network and the Globe & Mail. Using a holistic approach, John incorporates his tax accounting knowledge with over two decades of investing experience to deliver an integrated and customized wealth management solution to clients.
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