John Edwards

Senior Wealth Advisor & Portfolio Manager


As the senior member of the team, John has 25 years of investment management experience.  John's dedication to each and every client drives the team’s efforts to exceed expectations. Committed to open communication, he ensures clients receive prompt attention and timely information.   Using his extensive training and experience, in conjunction with the widest array of investment tools and products, he delivers results in all market conditions. John received his Masters of Business Administration i(MBA) from the University of Manitoba. He has earned the Personal Financial Planning (PFP) designation, the Chartered Investment Manager (CIM) designation, is a registered Portfolio Manager and is certified for options trading.  He is a Fellow of the Canadian Securities Institute (FCSI) – a designation reserved for financial services professional who have met the highest standards for advanced education, industry experience and ethical conduct. John is married and has two children. He enjoys outdoor activities and time with family.  He is Past President of the Westbank Rotary Club.