John Woodfield SWAN Wealth Management Senior Wealth Advisor, Portfolio Manager

John is a Portfolio Manager at Raymond James, SWAN Wealth Management. John treats all of his clients like family and provides them with the knowledge on comprehensive wealth and an investment plan driven by the lifestyle that they want to lead. John’s clients have often been in a transitionary stage in life, may include relocation, selling a business, receiving an inheritance or losing a loved one. John’s goal is to provide as much clarity as possible when his clients are going through this transition in life. John is a founding member of SWAN Wealth Management. He graduated in 1989 with a B.Comm from Mount Allison University, is a Financial Management Advisor (FMA), a Chartered Investment Manager (CIM), a Certified Financial Planner (CFP), and in 2007 was inducted as a fellow of the Canadian Securities Institute (FCSI).