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Testimonials

"My wife and I had reached a point where we needed to look very closely at our retirement. Although we had a relationship with a big bank advisor, we felt we weren’t getting the detailed information we needed to make the right decisions.

John provided both a second opinion and the detail we needed. He delivered a very readable financial plan that included clear and sensible action items.  He helped us work through several possible scenarios and paths to retirement which evolved into a final plan that really worked for us.

John gave us practical advice in many areas, and he also did research regarding our existing investments measuring them against relevant market benchmarks so we could better evaluate those holdings. We also had fun discussing our goals and even non-financial things like hobbies and ensuring we were thinking about purpose and what our retirement might look like."

 - James T, Edmonton

To learn more about James and Candice's plan please Contact Me to get the case study.


“We are close to retirement, and I asked John to look at our finances.  Honestly, I did not have much in the way of expectations as we have been working with a planner for some 20+ years already and felt we were well looked after.  Imagine my surprise when John came back with a comprehensive plan, that he carefully explained, and with sensible action items.  This included a careful look at upcoming decisions and steps to reduce long-term risks we might face along with a strategy to save us almost $30,000 in taxes over the next 3-4 years!"

-          Robert D., Ottawa

To learn more about Robert's plan please Contact Me to get the case study.


"When I approached John for his help, my financial landscape included a very mixed bag of life circumstances.  All in all, there were a lot of unknowns to juggle in a financial plan intended to provide much needed clarity and immediate direction. Despite the sometimes conflicting factors, John was able to provide me with options for a path forward based on these contingencies working out in a few different ways. Most impressive was that drew my attention to the main obstacle to my meeting these longer-term goals; my tendency to not truly know where my pay cheque was going each month. He was spot on there and his advice does come to mind when I have the inclination to spend without reviewing my monthly budget. Our final meeting left me feeling the comfort of having a game plan, the motivation to stick to it and the gratitude that I was not in as poor a position as I had feared.  All around, working with John was a very worthwhile experience."

 - Janet K., Calgary

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