John Smirnis

CFP®, CIM®

Mutual fund representative 1

Financial Planner

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About me

John is a financial planner with 9+ years of experience in wealth management, providing investment planning and wealth management services to families and business owners across Ontario. John is committed to providing personalized, comprehensive investment planning and investment strategies that are specific to your needs and goals.

He operates out of the Progress Avenue office in Scarborough to service clients in the Greater Toronto Area (GTA) and is fully equipped to provide a wholly digital experience for clients who prefer a virtual option. John is a Certified Financial Planner (CFP®) issued by FP Canada and a Chartered Investment Manager (CIM®) issued by the Canadian Securities Institute (CSI). He also holds a Bachelor of Science degree from McMaster University. John is a family man who is happily married to his wife, and together they have a son and a dog. In his free time, he enjoys playing hockey, lifting weights and competing in triathlons.

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A complete service offer to answer your needs

Savings and retirement

Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.

Economic News with Sébastien Mc Mahon

Sébastien Mc Mahon has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.

1 With Investia Financial Services Inc.

Why work with an advisor?

An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:

  • Earn more money and learn where and when to invest
  • Receive a personalized financial plan that will help you achieve your objectives
  • Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
  • Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
  • Save time and enough money to carry out your projects
The value of an advisor

Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.

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Client Portal

Direct access to your investments and our advice

Stay up-to-date on the progress of your investments, access to detailed information about your accounts and see if you are on track reach your goals.

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