John Willis

Money management does not have to be complicated. No matter where you are in your financial journey, we can work together to create a personalized and easy-to-understand plan to help you confidently reach your goals.

As a CERTIFIED FINANCIAL PLANNER^® professional, I am committed to always putting my clients’ interests first. As a life-long money nerd, I enjoy helping all clients (from novice to advanced) grow their money.

My spouse and I and have three kids and are active members of our community (involved in a variety of activities including hockey, karate, basketball and more). I recently started playing hockey myself. Although I aspire to play like Auston Matthews, I’m more like Fred Flintstone on the ice! But I’m having fun and meeting some great people.

If you want to get your money working harder for you, give me a call! Let’s build a plan that helps you feel good about your money.

CIRO Advisor Report

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.