John Soares

My Background

"I have worked as an Investment Advisor for the past 13 years
Previously, I spent 6 years at a major Trust company managing client investment portfolios.

I graduated from the University of Toronto with an Economics Specialist BA and have since obtained the Certified Financial Planner and Canadian Investment Manager Designations.

Over the years, I have continued to use a disciplined risk management approach. This approach involves building and maintaining a customized portfolio for clients using a globally diversified strategy. The goal is to provide a good return with acceptable volatility to my clients.
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