Comprehensive financial planning is John's professional commitment. He believes in building strong partnerships with his clients, to assist in meeting their unique personal and financial goals. John's approach is hands-on; he meets with each client on a regular basis to ensure that their financial plan remains suitable for their objectives in an ever changing world. Integrity, hard work and a willingness to listen to each client, helps him build strong lasting partnerships.
Offering a wide range of investment services, John is committed to helping you achieve your financial goals. Specializing in holistic financial planning, he works with clients to design financial plans that meet their individual needs. John offers a comprehensive array of investment alternatives tailored to the needs of each client. Whether you need investment management, retirement planning, risk management, estate planning, or succession planning, John will work with you - and put your needs - first.
A graduate from Simon Fraser University, with a Bachelor's Degree in Business Administration, majoring in Corporate Finance, John has over 18 years of experience in the financial industry. John believes continued education is essential to his profession. He has obtained his Certified Financial Planner’s designation (CFP), Registered Retirement Consultant designation (RRC), his Fellowship to the Institute of Canadian Bankers (FICB), and he is presently pursuing his Chartered Investment Manager designation (CIM).
John believes in giving back to the community. He is an avid cyclist and has combined his love of cycling with philanthropy by participating in a few Rides to Conquer Cancer with his two sons, benefitting the BC Cancer Foundation. He annually supports local families with Christmas Hampers of food, gifts and decorations.
John was born and raised in Kelowna, and continues to reside in the sunny Okanagan. When he is not in the office, he enjoys spending time with Kathryn, his wife of 34 years, his three adult children and their families. Being a ‘Nonno’ (Grandfather in Italian) has given him some of his most cherished experiences. John enjoys cycling, swimming, skiing and anything his grandchildren wish to do.
1726 Dolphin Avenue, Suite 500
Kelowna, British Columbia, Canada V1Y 9R9
Map & Directions
Please click on the link below to acknowledge your consent to receive our newsletter via email. Note that your email and name may be stored on external servers outside of Canada.
*You can withdraw your consent at any time by unsubscribing to our emails.