What Clients Say

Discover What We Do Differently

To John, nothing is more important than the happiness of his clients. With a high level of contact, the team’s hands-on approach leaves you feeling well taken care of.

Here are some of the things his current clients had to say.

“…it takes a true specialist like John to break out of the box and find ways to grow investments even in difficult times.”
Lifecoach, Burlington


“John is above all a person of integrity and is professional, dedicated and competent.”
Retired CEO, Entrepreneur, St Catharines


“John came very well recommended from good friends of ours and he has lived up to their recommendation.”
Business Owner, Ancaster


“John has managed our investments for about 20 years and has consistently balanced risk and safety to ensure our capital has shown steady growth through some very turbulent times.”
Retired Professionals, Durham Region