About

John’s professional background includes over 25 years helping private clients, institutional investors and businesses achieve their financial needs. His extensive experience includes 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. He successfully managed North American equity portfolios for high-net-worth individual investors and family offices, and utilized his network and experience to generate proprietary investment opportunities for his clients. John has also connected investors to a select group of elite entrepreneurs in the early stages of their ventures. He has worked with investors located in Canada, the United States and abroad. John’s early professional training effectuated his professional accounting designation (CA, CPA). He is proud to be born and raised in rural western Canada.