FEATURED EXCELLENCE AWARDEE

John Soutsos, CIM, EPC

“I had a picture of a house, and the house was Premiere Mortgage Centre”

Kerri Reed, Premiere Mortgage Centre

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EXCELLENCE AWARDEE: The Avenue Living Award for Portfolio/Discretionary Manager of the Year

https://www.johnsoutsos.com/

www.linkedin.com/company/med-wealth/

jsoutsos@ipcsecurities.com

905-568-2000

807-10 Kingsbridge Garden Circle Mississauga, ON L5R 3K6

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EXCELLENCE AWARDEE: The Avenue Living Award for Portfolio/Discretionary Manager of the Year

John Soutsos, CIM, EPC

https://www.facebook.com/nourprivatewealth/

@med-wealth

1188 Whakue St, Rotorua Central, Rotorua

@med_wealth

John Soutsos, CIM, EPC is a portfolio manager at IPC Securities Corporation. For nearly four decades, he has lived and breathed capital markets, carving out a singular path in a field defined by data, volatility, and the delicate psychology of client trust. “I knew from the outset that this was the career of my choice,” he says. John pinpoints his strongest qualities as emotional detachment from decision-making, knowledge of markets, and geopolitical history. In 2012, he underwent a professional metamorphosis, transitioning his licensing from Mutual Fund Dealers Association (MFDA) to Investment Industry Regulatory Organization of Canada (IIROC) – a crucial upgrade allowing full securities trading and the first requirement on the road to Discretionary Portfolio Management (DPM) designation. Then, in 2018, he launched the Med-Wealth Defensive Growth model, a concentrated US stock portfolio deliberately unhedged against the Canadian dollar. The design allows clients to benefit from CAD weakness, an elegant and timely solution that marries conviction with currency foresight and which resonates with globally minded clients. The strategy continues to evolve. Since mid-2023, John’s portfolio has become even more responsive to market currents, balancing growth and defensiveness, reflecting the complexity of today’s investment landscape. The portfolios are 100 percent stock-based, eschewing the ETF-heavy asset allocator model that dominates the retail advisory space. Every holding is selected, analyzed, and traded by John, an approach that demands both discipline and deep research. For investors who tend to be medical professionals and pre-retirees with portfolios over $500,000, the appeal is clear: deep expertise, relentless transparency, and a portfolio manager who blends analytical rigor with the human touch. “My primary concern at all times is the financial welfare of my clients,” explains John. “I thoroughly explain the strategy that we employ for portfolio management, a concentrated US stock portfolio that has an almost equal mix of defensive and growth-oriented stocks.” And the research in a bid to improve his stock selection never stops. “Weekends and evenings are for analysis,” he says. Communication may be his most distinguishing trait. John authors a weekly market newsletter, provides quarterly hard-copy updates, hosts regular educational presentations, and personally meets with clients up to three times a year. “My clients tell me my level of communication is unmatched.” Now, after being recognized by Wealth Professional as a 5-Star Advisor 2025, a new chapter is unfolding. John’s son Alexander has joined the practice, bringing a background in business analytics and management consulting. Alexander’s arrival has supercharged the firm’s client experience: bi-weekly podcasts, quarterly webinars, and marketing events have become staples. He handles onboarding and relationship management for new clients, while his father continues to serve the loyal client base he’s built over decades – including the children and grandchildren of many original clients. This partnership ensures continuity but also marks a succession plan grounded in legacy, not exit. “I don’t have an ambition to retire,” John Soutsos says. “My professional role is also my hobby.”

The Lakes College Culinary Club (TLCCC) started with a team of 12 students and has now expanded to over 30 members, showcasing its continued success through participation in college events and even catering for local community organisations. This program not only imparts valuable culinary skills but also teaches the significance of community service, fosters practical abilities and cultivates a professional work ethic. Spanning ages 11 to 18, the Culinary Club challenges students to create elaborate six-course degustation dinners and manage large-scale catering for college gatherings. Chloe, a Year 7 student, praises the program for imparting essential life skills in an enjoyable way among friends. Likewise, Emily values the connections she forms despite the program’s demanding pace. Under the guidance of Chef Joel, TLCCC contributes to the college’s ethos and the students’ personal growth. The program’s commitment to local ingredients and culinary adventures is evident as it expands to include barista training and Responsible Service of Alcohol certification. The program seamlessly merges science, art and food technology, promoting discipline and shared responsibility. TLCCC embodies a commitment to service, community engagement and student leadership, cementing its unique character and contribution to The Lakes College.

https://www.youtube.com/@Med-WealthFinancialServices

Med-Wealth Financial Services - IPC Securities Corporation

@blackfishfinance

Centurion manages a diverse portfolio of multi-family apartment units, medical offices, and student housing beds across 46 cities in Canada and the United States. This includes 160 properties: 134 multi-residential apartments, 16 student communities, and 10 medical offices, totaling 22,314 rental units. Centurion aims to provide investors with alternative investment solutions focusing on capital protection, regular cash flow, risk-adjusted returns, low volatility, diversification, and tax efficiencies. They strive to be a leading, reputable multi-disciplinary asset manager, capitalizing on new investment opportunities, embracing change, and driving continual improvements. Their core values of respect, integrity, simplicity, and excellence drive their mission. Investment/Financing Solutions: REIT: The Centurion Apartment Real Estate Investment Trust (REIT) invests in a diversified portfolio of rental apartments and student housing properties, as well as mortgage and equity investments in property developments across Canada and the United States. The REIT focuses on areas with historically low vacancy rates, growing population demographics, addressing the growing need for housing and supporting the development of communities. CFiT: Centurion Financial Trust (CFiT) is an income and growth-oriented trust that invests in a diversified portfolio of debt investments, including mortgages, opportunistic real estate developments, and corporate debt. Mortgage: Centurion Asset Management Inc. is also a licensed mortgage broker (#12372) acting primarily on behalf of Centurion Apartment REIT. The team specializes in construction and term financing for multi-residential apartments, student housing, condominiums, and other traditional forms of real estate. They provide first and second mortgages, subordinate mezzanine, participating debt, and equity financing. Additionally, they fund development, bridge, and acquisition opportunities. Property Management: Centurion is a leading provider of quality multi-residential apartments and student communities in Canada and the United States. The goal has always been to provide residents and their families with clean, safe, and comfortable homes. The company enhances residents' living experiences by proactively attending to their needs and constantly seeking ways to elevate their rental experience. Corporate Responsibility: Centurion is committed to corporate social responsibility (CSR) and sustainable investing. The firm integrates environmental, social, and governance (ESG) considerations into its investment processes, ensuring that its investments contribute positively to society and the environment. Centurion supports various community initiatives and philanthropic efforts, reflecting its dedication to making a meaningful impact beyond financial markets. Leadership Team: The success of Centurion is driven by its experienced and visionary leadership team. The firm’s executives bring a wealth of knowledge and expertise from diverse backgrounds in finance, real estate, and investment management. Their collective experience and strategic insight guide the firm’s operations, driving growth and innovation. Client-Centric Approach: At Centurion, clients are at the heart of everything they do. The firm prioritizes building long-term relationships based on trust, transparency, and mutual respect. By understanding clients’ unique needs and objectives, Centurion delivers tailored solutions that help clients navigate complex financial landscapes and achieve their goals. Consistent Returns: Since inception, Centurion has offered investors positive annualized returns, making it a reliable choice for those seeking dependable investment opportunities.