|
John Klotz, BA, CFP, CLU, CH.F.C, CHS, TEP.
Northwood Financial / Investment Planning Counsel.
John is a graduate of the University of Toronto (BA), the Canadian Institute of Financial Planning (Toronto), a Chartered Life Underwriter, A Chartered Financial Consultant, a Registered Health Underwriter, and a Trust and Estate Practitioner through the Society of Trust and Estate Practitioners (London, England). He is a Certified Member of the Financial Planners Standards Council in Canada and a member of Advocis, formerly the Canadian Association of Insurance and Financial Advisors. John has 31 years experience in the Financial Services industry. He is President of Northwood Mortgage Life, a company dedicated to the financial planning requirements of Northwood Mortgage clients. The focus is on both from their risk management (insurance) and wealth creation.
John is a much sought after public speaker regarding his area of expertise, mainly financial planning. He is chair and founder of Toronto Talks, a successful monthly speaking series featuring experts in and around the GTA. . He is consistently recognized as one of the industries more forward thinking financial advisors. John has appeared numerous times on CTV National News, CP24, and other media outlets. He has written numerous articles and is quoted regularily.
John’s motto is…"Have a Tax Efficient Day!"
|