The John Petrosino Team

John Petrosino

Senior Financial Planner

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, investment, 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 investment managers and other 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.

So, if you’re looking for a straightforward individual with a solid track record and a reliable professional network, look no further. You’ll enjoy great peace of mind knowing your finances are in good hands. To get started on your solid financial plan, please give John a call today.

The John Petrosino Value Add

John provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring his clients always benefit from the highest level of service. At Optimize, John works alongside an experienced team of licensed portfolio managers to help clients achieve their desired long-term financial and investment goals.

The cornerstone of his service rests in effectively matching his clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. John measures his success by how well he has helped his clients achieve their specific goals and objectives.

John's Approach to Wealth Management

Optimizing your investments is an important step to achieving your financial goals but realize that it is just one step in a much longer journey. John, along with a licensed portfolio manager from Optimize Wealth, will focus on looking at the complete picture as it relates to your particular situation. They begin this process by listening intently to your specific goals and objectives. They then analyze every aspect of your situation such as your investments, mortgage and other debt, will, insurance, company plan, and tax preparation needs.

Once they have completed their analysis, they together will then design you a coordinated strategy to achieve all of your particular goals and objectives. In order to provide you with a better sense of just how much value they could bring to you and your family, the range of services offered through John and a licensed portfolio manager from Optimize are outlined in detail below.

*Investment Advice is only offered through a licensed Optimize Portfolio Manager

As a Senior Financial Planner, John helps coordinate your financial plan by organizing the strategy into efficient steps toward your goals. Proper Wealth Management is an ongoing process which helps you make prudent decisions about your money in order to achieve your specific goals.

Contact

Location

John's Wealth Management Team

Steven McMackon

Portfolio Manager

Warren MacKenzie

Head of Financial Planning