Prior to joining TD Wealth Private Investment Advice, John worked with MD Financial and has over 15 years of industry experience with a number of Canadian financial institutions, serving high net worth clients.
John graduated from Saint Mary's University with a Bachelor of Commerce and also holds the Chartered Financial Analyst (CFA®), Certified Financial Planner (CFP®) and Fellow of the Canadian Securities Institute (FCSI®) designations.What story is Optimal Asset Management’s Factor Allocator’s analysis trying to tell us? First, it is important to note each strategy has a factor fit quality reading above 80% (the S&P 500 High Dividend Index – 83.72% and the S&P 500 Dividend Aristocrats – 87.62%) which means the analysis of factor exposures appears useful in Read more […]