John Stockton

John Stockton

Senior Investment Advisor

Senior Portfolio Manager

CFA®

Sound investment advice built to help weather all market conditions

Phone

Office

(613) 968-7314

Office Location

202 Front Street, 3rd Floor Belleville, ON K8N 2Z2. map

John is a Portfolio Manager (PM) who works directly with high net worth investors and their families. He is also a CFA charterholder and a member of the CFA Society Toronto.

As a PM and a CFA charterholder, John is held to the highest standard of duty and care when working with clients. A portfolio manager, such as John, has a duty to act in his clients' best interests. John must also adhere to the CFA Institute's Code of Ethics and Standards of Professional Conduct.

John is passionate about making money for his clients to enable them to reach their goals. He endeavors to accomplish this by striving to maximize performance, managing risk and minimizing fees.

Performance:  John uses a disciplined rules based investment process that allows him to avoid common investment mistakes based on emotion, intuition and conflicts of interest. His process was developed and improved upon over many years using his background in both engineering and finance. John invests the majority of his own money and that of his family alongside his client's money using the same investment process and securities. John has a multi year performance track record that he would be happy to share.

Risk: John does not believe that a "buy and hold" investment approach is effective. He believes that there are times when you want to participate in the stock market and also times when you want to avoid the stock market. John utilizes indicators that measure the risk/reward characteristics of equities vs other asset classes such as cash. This enables John to effectively increase or decrease exposure to stocks depending on the market environment. 

Fees: John manages money for clients on a discretionary basis and charges a fee for service that is fair, reasonable and transparent. In most cases the fee is lower than alternative fee structures. As much as possible, John avoids utilizing mutual funds due to their high fees.





Certificates

CFA®

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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