
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 Office of the Public Guardian and Trustee.
He leverages four decades of public service and private institutional experience financial planning for victims and vulnerable persons.
As past Financial Planners Association of Canada's Co-Founder & Director and Institute of Advanced Financial Planners Executive Treasurer, Education & Ethics Chair he championed fiducial and ethical standards for the financial planning profession.
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®.