As a STANDUP (Scientific Testing And Necessary Disintermediation Underpin Professionalism) advisor, John’s recommendations are based on rigorous academic research. “I am focused on evidence-based research, not the sales pitches of product suppliers. This helps clients feel confident that I’m on their side.”
With this philosophy in mind, John has a core philosophical belief in significant market efficiency and the importance of cost minimization, while still respecting clients’ viewpoints on these and other matters. He is also a proponent broad client interests – including the push toward a fiduciary standard for all advisors. His approach involves taking a long-term view and integrating investment management with tax savings and estate planning considerations. “My focus is on building diversified portfolios that offer superior long-term, client-specific, risk-adjusted, after-tax, after-cost returns”, he says.
This holistic outlook is further re-enforced through his ‘deliverables’ to clients. All new clients receive customized personal planning recommendations that follow the accepted six-step process, a formal financial independence calculation and a written Investment Policy Statement. In addition, John and his experienced assistant, Janice Goodbrand offer clients an exceptional service commitment, “I return all calls within 24 hours, have an annual client appreciation event and offer to meet clients twice a year to review their affairs.”
An active member of his community, John is currently the President of the Board of Directors for the Canadian Children’s Opera Company (CCOC). He is also an inaugural recipient of Fellow of the Financial Planners Standards Council (FPSC) title.
Janice is a 20-year industry veteran who also acts as the Toronto Branch’s Branch Administrator. Janice is prompt, courteous and highly capable. Questions regarding account access (passwords, etc.), transfers and administrative paperwork should be directed to her. She can be reached at 647-873-8521.