The John Petrosino Group

About John

After graduating from Wilfrid Laurier University in 1982, John Petrosino was a branch manager for a major Canadian bank. Based on his work there, he became interested in helping people achieve their financial goals. In 1984, he left banking to pursue a lifelong career in the wealth management industry.

Now with more than 37 years’ experience in the wealth management industry, John’s extensive knowledge and experience allows him to confidently provide proven retirement, estate and tax planning solutions for a wide variety of financial situations.

As an expert, he is able to take complex financial issues and make them easily understood. His conservative approach and dedication to his clients makes him a leader in his field, and he has been privileged to help many of his clients achieve their financial planning goals.

John takes his role seriously and, in order to provide more insight and awareness to his clients, he stays up to date by regularly attending conferences as well as frequent meetings with experts from around the globe.

Since one cannot be all things to all people, and to ensure every detail has been covered, John has developed an extensive network of financial specialists including lawyers and accountants. From insurance to tax and estate planning, he ensures every ‘t’ is crossed and ‘i’ is dotted and that means great peace of mind for you – no matter what the future brings.

He resides in Conestogo with his wife Suzy and their three children. An active volunteer with minor sports, the Optimist Club and his church, John helps organize charity events as well as special activities for under-privileged children in his community.

The world is changing quickly and the investment space is increasingly more complex and uncertain. At Optimize, we believe navigating this reality requires more advice and not cookie cutter, plug-and-play tools. Built on time-tested principles of financial planning and wealth management, sound risk management, and long-term patient investing, the Optimize approach focuses on listening to clients, their goals, and their ambitions and understanding how those fit into their personal financial circumstances.

For that reason, Optimize Wealth takes a holistic approach to helping clients build and manage their wealth over the long-term. Towards that end and to provide clients with a personalized approach, Optimize assigns a multi-disciplinary team to meet their needs.