John Gallagher

CIM

John has a passion for educating clients and originally thought he would have a career in teaching.  But after working at an accounting firm in Montreal while attending university John soon developed a passion for tax and investment planning.  He graduated from McGill University in 1986 with a Joint Honours Bachelor of Arts Degree.
John has been working with clients for over 30 years, offering independent investment advice, designing tax efficient portfolios for clients.   His goal is to educate clients, fully explaining the investment solutions he recommends for their specific needs, and designing a plan to help them reach their financial goals.
John works with individuals, business owners, and corporations and prides himself in giving unbiased advice.  As a Certified Investment Manager and Fellow of the Canadian Securities Institute he has the experience and qualifications to design a portfolio to suit your individual needs.
In his spare time John enjoys travelling, riding motorbikes, reading, and playing golf.  He speaks English, French, and Mandarin.

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