John Burns

I perform fiduciary duties, writing and implementing financial plans that enable vulnerable persons to lead sustainable dignified lives.  I also specialize in structuring and investing court settlements of victims with catastrophic injuries. The goal is to maximize a client's public and private benefits while seeking preferred tax and means tested exempt income and growth in their portfolios. 

 

I advocate for the professionalization of financial planning as Ethics Chair of the Institute of Advanced Financial Planners IAFP (past Finance and Education Chair), Founding Director of the Financial Planning Association of Canada FPAC and international CFP member of FPA USA.

 

My financial planning career spans 35 years in government, banking, trust, insurance and investment services. 

 

I hold eight professional financial designations and am a business and law school graduate.

 

I was a pioneer in responsible investing, computer recycling, car sharing, digital wallets & charitable rounding up.