John Corney, PFP

Client Relations

John is based in Halifax and has over 25  years of experience as a trusted advisor to individuals and families primarily in Atlantic Canada. He is a Personal Financial Planner and has the Trust and Estate Practitioner (TEP) designation as provided by the Society of Trust and Estate Practitioners (STEP Canada).

John’s experience working with the largest financial institutions in Canada allows him to bring many practical solutions to the client’s attention.  Through his work for national and international clients, John has gained extensive expertise in the following areas:

• Development and implementation of personalized investment strategies.
• Succession Planning for business owners to maximize the value of their business as well as assist with the development of an efficient and smooth transition to the next generation of leadership, be they family or otherwise.
• Implementation of international planning structures that provide for wealth preservation.
• Domestic estate and will planning to provide for the efficient and timely transfer of wealth from one generation to the next.