Start here
Planning your financial future? Our Starting Point tool can help you take the first steps.
Find your Starting Point
FINANCIAL ADVISOR
John-Adam Blakeley
755 Saint-Jean Blvd, Unit 203, Pointe-Claire, QC H9R 5M9opens in a new window
Focus Areas
- Retirement savings strategies
- Business owner considerations
- Wealth strategies
- Estate and legacy strategies
- Retirement income strategies
- Business retirement plans
About John-Adam
There's no doubt about it – money can get complicated. My goal is to make it simpler for you no matter what your situation.
I'll get to know what matters to you and build a written financial strategy designed specifically with your goals and your situation in mind. Then I'll make sure you understand the investments I recommend, are clear about the exact costs and fees, and feel comfortable asking questions about anything at any time. I'll work directly with your accountant (or recommend one if needed) to minimize your tax burden. And we'll talk not only about wealth strategies...
I'll get to know what matters to you and build a written financial strategy designed specifically with your goals and your situation in mind. Then I'll make sure you understand the investments I recommend, are clear about the exact costs and fees, and feel comfortable asking questions about anything at any time. I'll work directly with your accountant (or recommend one if needed) to minimize your tax burden. And we'll talk not only about wealth strategies...
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Location
Pointe-ClaireMore to explore
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help.
Take the quiz
Setting your path
We use an established process to help you reach your goals.
Learn More