John Klotz, BA, CFP®, CLU, CH.F.C, RHU, TEPCertified Financial Planner
John is a graduate of the University of Toronto (BA) and the Canadian Institute of Financial Planning (Toronto) . He has successfully achieved the Chartered Life Underwriter, Chartered Financial Consultant, and Registered Health Underwriter designations , as well as the Trust and Estate Practitioner designation through the Society of Trust and Estate Practitioners (London, England). He is a member of the Financial Planners Standards Council in Canada and a member of Advocis, formerly the Canadian Association of Insurance and Financial Advisors. John has 20 years experience in the Financial Services industry. He is also President of Northwood Mortgage Life .
John is a much sought after public speaker regarding his area of expertise, mainly financial planning. He is chair and founder of Toronto Talks, a successful monthly speaking series featuring experts in and around the GTA. He is consistently recognized as one of the industries more forward thinking financial advisors. He has written numerous articles and is quoted regularly.
John’s motto is…Just Pay Less Tax and he helps his clients do just that.
Insurance products available through John Klotz.