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John Home
John came to Second Opinion Investor Services, first as a client – now as an investor consultant. His experience at Second Opinion reignited a long time passion for investing and financial planning – using time tested and a fact-based approach to wealth creation. As John would say of his experience: “In an industry where so much of the advisor’s motivation is driven by product sales, it is refreshing to find a group where that bias does not exist and the goals of the client and the consultant are totally aligned”.
John has an Honours degree in Business from Wilfrid Laurier University(1974) and over 30 years of business experience with large corporate organizations and small focused businesses including start-ups. His relevant functional experience has been in the area of business planning, consulting and general management resulting in several Board appointments in public and not-for-profit organizations He has successfully completed all courses toward accreditation as a “Certified Financial Planner”.
His background, experience and education have enabled him to deliver high value guidance to his clients. Their feedback from across the country has focussed on his ability to deliver not only the “big picture” but also to work through the detail resulting in practical and high value recommendations improving on their financial strategies and implementation.