Bringing over 20 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

John Klotz

Our clients know they can rely on:

  • a defined,consistent approach to financial planning
  • a committment to a long term relationship
  • a clear & transparent map to execute your financial plan

We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.

Latest Blog Posts

What Your Portfolio Managers Think about your Investment Opportunities.

Filed Under: Special Reports and Newsletters

9 May, 2018

Last week,  I attended the IPC Due Diligence seminar in the windy city of Chicago.  It was a great trip and was my 3rd time to Chi... Read more

The proposed Liberal tax changes – be very scared!!

Filed Under: Tax Planning

4 October, 2017

If you are a self employed incorporated individual, you should be quite upset about the proposed Liberal tax changes.... Read more

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