John is the Director of Operations at Our Family Office, providing the team with operational management and support. Drawing from nearly two decades of experience, John’s responsibilities include ensuring the flawless delivery of all client-related documentation and reporting, the development of in-house processes, validation of data, and ensuring that all Our Family Office’s day-to-day activities run smoothly.
HIGHLIGHTS OF JOHN’S CAREER TO DATE INCLUDE:
- Foyston, Gordon, and Payne Inc.: Before joining Our Family Office, John spent several years at FGP overseeing the day-to-day operations, onboarding, and trade execution.
- Guardian Capital Group Limited: Before joining Foyston, Gordon and Payne, John worked at Guardian Capital for 13 years gaining relevant experience and skills in trading, settlements, onboarding, reporting, and reconciliation.
North American Wealth Award Nominations 2020:
Finalist in 3 Categories
What do I want to share with my heirs about my values and life experiences while I still can?
What do other successful families do about educating future generations?
What would happen to my family and business if I were suddenly gone tomorrow?
Is it possible that there might be other tax ideas we haven’t considered yet?
Who will make the important decisions and coordinate things after I’m gone?
Do I wonder sometimes if our planning done in the past is still relevant?
Are my investments properly compensating me for the risk I’m taking?
Which of my investments or accounts are no longer serving their intended purpose?
What do I expect market returns to look like in the next five years?
What is my Strategic Asset Allocation?
