John Woodfield’s clients are families, individuals and business owners who understand the importance of a comprehensive wealth and investment plan driven by the lifestyle they want to lead.
Often, his clients have been through a transition in life. This may include relocation, selling a business, receiving an inheritance or losing a loved one. In every situation a client is taken through the “partnership process.” This process provides clarity for each client’s very personal situation. Clarity flows to insight, which forms the basis of planning. This is an eye-opening experience for those involved.
John’s parents instilled hard work in their three children. His father was an avid investor and John found the envelopes that arrived periodically containing numbers and charts fascinating. He wanted to know more and quickly learned about markets and investing.
As a teenager John started a successful landscape business and ran it through university. He had a desire to make people’s lives better. This experience working directly with people, and his understanding of the financial world, led him to a degree in commerce and full certification as a financial adviser in 1993.
John is a founding member of SWAN Wealth Management (an advisory team of Raymond James Ltd). He graduated in 1989 with a B.Comm from Mount Allison University, is a Financial Management Advisor (FMA), a Chartered Investment Manager (CIM), a Certified Financial Planner (CFP), and in 2007 was inducted as a fellow of the Canadian Securities Institute (FCSI).
When he is not advising clients or devising strategy, John enjoys the outdoors, biking and skiing. His passion is spending quality time with his wife, Tiffany, and their twin boys Carson and West.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.