Partner, Investment Management Lead
CIM, CFP, MBA, H.B. CCS
After earning an Honours Bachelor’s degree in Commerce and Computer Science (HBCCS) as well as completing the Canadian Securities and the Professional Financial Planning courses with the Canadian Securities Institute, J-F began his career in the financial services industry in 2005. Under the mentorship of a successful advisor, he learned the importance of preserving capital in down-markets and factoring taxes into all investment decisions.
In an attempt to better understand the markets following the 2008 financial crisis, J-F completed a Master's in Business Administration degree authoring a thesis on Tactical Asset Allocation in 2010. Recognizing his achievements, he was offered a teaching position at Laurentian University where he lectured in 2011. Furthering his education, he completed the Canadian Insurance Course in 2011 and earned his Certified Financial Planner (CFP) designation in 2012, the the industry’s gold standard in financial competence, knowledge and professionalism.
It was at this time that Innova Wealth was born. With the goal of providing comprehensive advice on all financial matters, J-F broadened the service offerings to include retirement planning, income tax preparation, mortgages and insurance. A true believer in 360 degree financial advice, all the pieces were now in place for the business to grow.
As the investment needs of his clients grew in complexity, J-F responded by transitioning the business to include full-service securities management and became a Chartered Investment Management (CIM) in 2016. That same year, he published his first book 'Divide & Conquer' a financial blueprint for entrepreneurs.
An avid traveler, J-F loves to learn more about the world and share his experiences. He published several travel columns as the 'Northern Nomad' for a local newspaper, the Northern Life.