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Why Take Charge?

  • Being an independent financial planner (CFP) and discretionary portfolio manager (CIM) means I can provide a higher quality of individualized service than banks, while still being backed by financial institutions of similar/larger scale. (Securities dealer Aligned Capital Partners is owned by CI Global Asset Management, privately owned by Mubadala Investment Company).

  • You will have a well-diversified investment portfolio built to support your retirement lifestyle and increase your purchasing power over time. Unlike other pensions, though, there will be flexibility of cash flow while you’re alive and likely residual value for beneficiaries of your choice when you eventually pass.

    Instead of prescribing one option for infinite people, I manage infinite possibilities for each individual.

  • My care goes beyond choosing investments for you. How can your money be deployed to unlock your dream lifestyle, achieve your long-term financial goals and reduce your overall taxes?

  • "John offers financial solutions that best suit me unlike bank advisors who only offer the products they have been told to sell"

    Family, Ontario

  • "What you get is peace of mind and a trustworthy relationship, one that you know will last for years to come. Anyone who has the opportunity to work with John will be better for it and not regret it one bit"

    Business Owner, Ontario

  • "John is someone who is dependable, reliable, and trustworthy. I feel totally comfortable allowing him to literally "take charge" of my money"

    Retiree, Alberta

  • "I know I will never find another advisor/planner with any other firm who cares as much about me and my personal success. I trust John explicitly and am grateful that he entered my life nearly 30 years ago!"

    Pre-Retiree, Ontario

  • "I can sleep with utmost peace without having panic attacks about my retired years. I can say empathetically that I feel divinely secure"

    Retiree, Ontario

  • "I've known John for twenty plus years and can't speak highly enough of his character and dedication"

    Pre-Retiree, Ontario

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