JP Burlock, CFP, CIM, FCSI
- Biography:
JP began his Wealth Management career in 1997 with Canada’s largest trust company. JP is a Certified Financial Planner and holds the CIM (Certified Investment Manager) and FCSI (Fellow of the Canadian Securities Institute) designations. JP has over 12 years experience in managing portfolios for high net worth clients - individuals, families, and corporations.
Born and raised in London Ontario, JP and his wife have two young children. He enjoys reading and playing sports of all kinds.
- Specialities:
- Financial and retirement planning services. Fee based discretionary portfolio management for high net worth individuals, families and corporations. North American equities and fixed income.
- Philosophy:
Growing dividends, risk management and time horizon are the three most important factors in portfolios. Exceptional service, accountability and always being accessible are what JP has built his reputation on. Every Investor deserves direct access to their Investment Advisor and should benefit from the legendary service that 3Macs provides.
Please call to arrange a private consultation and confidential portfolio review.JP may be reached at (519) 645-1110 or jpburlock@3macs.com
