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.
The Case for Equities
Sep 29, 2021
Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....Read more
Borrowing to invest
Sep 09, 2021
Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....Read more
Lesser-known ways to profit and save
Sep 09, 2021
Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....Read more
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