John is passionate about helping people and as a Portfolio Manager and co-founder of Velocity Investment Partners, he helps families make smart financial decisions and manage the complexities of their wealth. Through the development of strategic investment portfolios and comprehensive personalized planning for taxes, cash flows and other challenges, he ensures they are on track to achieve their financial goals.
John and his partner Brianne manage money for families, developing customized wealth management plans and solutions to meet their personal circumstances and goals. John and Brianne manage a highly qualified team who help ensure all the clients receive ‘Amazon-like’ efficiency and ‘Four Seasons-like’ service. A disciplined and active risk management strategy allows clients to sleep soundly knowing their money is under prudent stewardship.
In 2008, John earned his Chartered Investment Manager (CIM) designation, the qualification to become a Portfolio Manager, conduct discretionary portfolio management and specialize in sophisticated investment strategies. Entering the wealth management industry in 1998, John’s years of experience trading, managing investments and creating financial plans has given him the ability to help clients successfully manage their money through periods of extreme volatility, including the Tech Bubble (1998-2002), the Great Financial Crisis (2008) and the Covid crash (2020).
John's commitment to providing clients with regular communication and sound financial advice is a testament to why he has built strong, long-term relationships. Over the last 14 years, John has authored many industry articles and been a guest on Global TV for financial planning and investment education. He is a firm believer in educating clients and investors in order to help them make informed decisions and understand how their money is working for them.
Outside the office, John is a proud dad of two adult daughters and loves to travel. Enjoying the outdoors and staying active, he likes spending time on a lake, a mountain, the soccer pitch, a golf course or on his bike.
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.