Bio headshot John Beal
John C. Beal, CFP®, CIM, FCSI Portfolio Manager & Wealth Advisor

John has been providing clients with expert advice since 1998. Building on his Economics degree, John has achieved industry designations including Canadian Investment Manager (CIM), Financial Management Advisor (FMA), Certified Financial Planner™ (CFP®) and the financial industry’s highest honour, Fellow of the Canadian Securities Institute (FCSI). The FCSI recognizes professionals for their high standard of advanced education, ethical conduct and industry experience. John is also fully licensed to advise and implement life and living benefits insurance strategies.