John Fini, CIM, PFP, FCSI

John has advised affluent families since 1997 using a comprehensive total wealth planning approach that includes financial planning and customized portfolio solutions.  He holds an Honours Bachelor of Business Administration degree from Wilfrid Laurier University.  John holds the Chartered Investment Manager (CIM®) and Fellow of the Canadian Securities Institute (FCSI®) designations and is a member of the Responsible Investment Association.

John lives in Georgetown, Ontario with his wife Amanda and two children, Jordan and Julia.  After work, John is an active member of his community by volunteering as President of Head For The Hills, Past President of the Georgetown Lions Club and supports organizations such as Food4Kids. He also enjoys coaching soccer and travelling. More recently John has become an avid hiker and has his sights set on completing an end-to-end hike of the Bruce Trail.

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