John’s approach to wealth management is best captured by his business beliefs which are as follows:
- Financial security doesn’t happen by accident
- Financial markets are largely unpredictable so his client portfolios must be properly diversified
- Client portfolios should always include income-generating investments because income is the backbone to successful long-term investing
- Taxes matter. Clients should always arrange their finances to minimize payments to Canada Revenue Agency
- The most important rule of successful investing is ‘don’t lose the capital’
- Finally, John believes his #1 job is to help ensure his clients are successful with their investments
About Manulife Securities Incorporated
Manulife Securities Incorporated is a wholly owned subsidiary of Manulife Financial Corporation, a leading Canada-based financial services group with operations in Canada, United States and Asia.
Manulife Securities Incorporated is one of Canada’s foremost independent investment dealers. Our firm commitment to service excellence coupled with our expansive product offering and full service trade desk provides advisors with choices tailored to fit their clients’ financial goals and investment needs. Manulife Securities Incorporated is a member of IIROC.