John brings over 20 years of experience helping private clients, businesses and institutions achieve their financial needs. John’s clients benefit from his extensive professional experience, including audit and corporate finance advisory services, financial executive, deal origination, venture capital and private equity investing, and institutional research, sales and trading. In 2010, John parlayed his investing success and network into building a successful investment advisory business. While managing equity portfolios for high-net-worth individual investors and family offices principally in the growth equity space, John utilizes his network and experience to generate proprietary investment opportunities for his clients. His high integrity, long-term approach to relationships has allowed him to support many elite entrepreneurs in the early stages of their ventures. Born and raised in rural western Canada, John retains his professional accounting (CA, CPA) and Chartered Investment Manager (CIM®) designations.Contact:
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