John Wilson, CFP, CLU, CHS
President, Money Concepts - Ottawa Valley
Certified Financial Planner, Investia Financial Services Inc., Certified Health Insurance Specialist
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John studied Business Administration at Sir Wilfrid Laurier University in Waterloo, Ontario. He returned to work in the family business, Wilson Tire Services in Renfrew and Pembroke, where he looked after the administration and participated in the management of the Company. In 1984, John married Margaret Chretien. They now have two boys.
John has been involved with Money Concepts since 1992. In January of 1994, he opened his own franchise. "I was attracted to Money Concepts mainly because of its independence. You see, once I complete a plan for someone, I am not restricted in the companies I can use to implement that plan. I can deal with a large number of investment and trust companies for investments as well as insurance companies for the insurance aspect of the financial plan. I help my clients fulfill their dreams."
John is a past President of the Renfrew Rotary Club first during the 1997 - 1998 year and most recently 2005 - 2006. He is also a current director of the Renfrew Rotary Club.
He is a past member of the United Church Finance Committee, Charter member of the Renfrew chapter of Business Network International, Coach in the Renfrew Minor Soccer League, Member of the Renfrew Victoria Hospital Steering Committee, Co-Author of Money Team Chapter, Current member and past director of the Renfrew Chamber of Commerce, Member of the Canadian Association of Insurance & Financial Planners, member of the Canadian Association of Financial Planners.
John achieved his Certified Financial Planner designation in 1994, his Chartered Life Underwriter Designation in 2002, his Registered Health Underwriter Designation in 2008 and is a member of ADVOCIS.
John specializes in dealing with the varied needs of the business owner. |