John Burns
Toronto
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Member Bio
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The Best Financial Services for the Most Vulnerable at the Least Cost. A founding director of FPAC and Senior Financial Planner to the Public Trustee, Attorney General of Ontario. Building bridges to cross the chasm from financial exclusion to financial inclusion. Financial planning and consumer-driven banking (open banking) working together to serve this community. A financial planner, trust and estate practitioner, discretionary portfolio manager and private banker. CIO, CFO and COO roles in government and social enterprises.
John is a Senior Financial Planner for the OPGT and founder of the Social Capital Institute.
A credentialed financial planner since 1990, he leverages decades of public service and private institutional experience to oversee complex client wealth and fiduciary mandates.
As former Institute of Advanced Financial Planners (IAFP) Executive Treasurer, Education & Ethics Chair and past Financial Planning Association of Canada's (FPAC) Co-Founder & Director, John’s career has been defined by elevating ethical practice standards for the financial planning profession.
He established the Social Capital Institute, a federal non-profit corporation, whose objects are to educate and explore long-term strategies for banking the unbanked and broadening financial accessibility.
He holds an MBA from Edinburgh Business School, a Postgraduate Certificate in Laws (Financial Services) from the University of London (UCL / Queen Mary), and professional credentials including CFP®, CIM®, TEP®, CIWM®, and Fellow of CSI®.
A credentialed financial planner since 1990, he leverages decades of public service and private institutional experience to oversee complex client wealth and fiduciary mandates.
As former Institute of Advanced Financial Planners (IAFP) Executive Treasurer, Education & Ethics Chair and past Financial Planning Association of Canada's (FPAC) Co-Founder & Director, John’s career has been defined by elevating ethical practice standards for the financial planning profession.
He established the Social Capital Institute, a federal non-profit corporation, whose objects are to educate and explore long-term strategies for banking the unbanked and broadening financial accessibility.
He holds an MBA from Edinburgh Business School, a Postgraduate Certificate in Laws (Financial Services) from the University of London (UCL / Queen Mary), and professional credentials including CFP®, CIM®, TEP®, CIWM®, and Fellow of CSI®.
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