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Unbiased Financial Services
Financial Planner
May 01, 2019 2 years ago
RFP TEP
Founding Member
Bio

President of Unbiased Financial Services Inc. and CEO of Unbiased Portfolio Management Inc.

John received his Bachelor of Commerce degree in 1980 and his MBA in 1986. He completed his Chartered Financial Planner designation in 1990, the Registered Financial Planner designation in 1997, and his Trust and Estate Practitioner designation in 2004.

He is a past President of the Institute of Advanced Financial Planners National Board and has served on the Board of Directors of the Southern Alberta Chapter of the Canadian Association of Financial Planners and the Calgary Estate Planning Council. John also spent 13 years in the Trust industry with National Trust, Canada Trust, and Royal Trust.

Personal Information
403-231-1936
Male
Calgary
Masters
Employer Information
Unbiased Financial Services
#5. 1204 3rd Street SE
Calgary AB T2G 2S9
Canada
403-231-1936
Practice Information
Financial Planner
1987
None
2-5
Fee based (AUM) Fee Only - Flat Fee/Project Based Fee Only - Retainer Based Fee Only - Hourly Minimum Fee % of Net Worth
Alberta Ontario
IAFP CFA Society Local Estate Planning Counsel STEP
Corporate Financial Planning Estate Planning Financial Planning Portfolio Management