- About us
- About You
- What we do
As a Certified Financial Planner®, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
John started the financial industry in 1997 with one of the largest investment firms in Canada. In 2002 Advance Financial was created to offer a wide range of solutions to accommodate any client goals.
John, as a Certified Financial Planner, provides independent investment and insurance advice including business and group solutions.
He has been helping clients make sense of Retirement planning, Education planning and Insurance protection. He also, provides guidance in the tax liabilities that may be present in various investments.
John has long term relationships with many investment firms and insurance companies and will access his resources as necessary to help his clients achieve their goals.
Let’s work on solutions together!
Mutual Funds provided through FundEX Investments Inc.