John SpencerAssociate Advisor
Areas of Focus:
- Personal Financial Planning
- Retirement Planning
- Tax Planning
- Wealth management
- Insurance Needs Analysis
- RRSP’s, RRIF’s, TFSA’s and RESP’s
- Life, Disability and Health Insurance
John is a long time resident of Kingston and the surrounding area. After graduating from Mohawk College in Hamilton, Ontario with a diploma in Accounting, John began working with Larry Walsh in his accounting and income tax practice. John and Larry worked together for over a year before John accepted a job as a Staff Accountant with Collins Blay Chartered Professional Accountants in downtown Kingston. After almost four years with Collins Blay, in July of 2017, he and Larry teamed up again, this time in the financial planning industry.
John believes that a sound financial plan is the foundation for improving one’s quality of life. He also appreciates that no two plans are the same and that an individualized approach, specific to where you are today, is the key to your success in the future. John understands that this process can seem daunting at first, but with his help, you can implement your plan faster and easier, obtaining the peace of mind you deserve.
With Larry’s experience and expertise in the industry, John has been able to hone his skills and develop a keen eye for successful planning. He completed the “Canadian Investment Funds Course” (mutual funds licensing exam) in October 2017 and obtained his Life Insurance License in November 2018. As he continues his studies towards a CFP designation, John has been working with Larry to help service his extensive client base.