J.P is a Wealth Management Consultant
John Paul (JP) has worked in the financial services industry since 1996. During this time, JP has cultivated an extensive personal network of investment professionals, venture capitalists, portfolio managers and investment bankers. JP is currently working as a Regional Sales Manager/Senior Investment Consultant for Power Financial Group of companies; London Life, Quadrus Investments & Great West Lifeco Inc
As a Wealth Management consultant, JP works with advisors from Walton Financial Group Inc. JP offers insights on formulating tax-efficient portfolios, and retirement income solutions, that cater to high net worth families.
Previously, JP worked for years at Fidelity Investments as a District Vice-President, responsible for sales coverage for downtown Toronto brokers and financial advisors. JP’s insight and experience extends to global investment banking with RBC Capital Markets, and external fund services, while a National Sales Manager at TD Bank Financial Group.
JP holds a Masters of Business Administration (MBA) from the University of Toronto and a Bachelor of Arts (BA), in Political Science from Concordia University, in Montreal.
JP’s personal interest’s are: