John Lunam, CFP
With over 25 years of industry experience, John and his team provide clients with a “Personal Chief Financial Officer (CFO) “approach to help handle the complexities of investment and wealth management. The Personal CFO process keeps clients’ time free to focus on other important life goals.
John has attained the Certified Financial Planner (CFP) designation regulated by the Financial Planners Standards Council. This organization fosters professional standards in personal financial planning to ensure the public values, has access to, and benefits from competent and ethical financial planning.
Prior to entering this profession, John received a Bachelor of Education from Simon Fraser University, and taught school for 4 years before going on to build his own business focused on real estate.
John enjoys spending time with friends and family, primarily through the outdoors. His primary hobbies are skiing, playing tennis, hiking, sailing, and dancing. What John enjoys most about his work is helping people and making a difference in their lives.
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