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

John Soutsos, CIM, EPC

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

@nour_private_wealth

@transalta

John Soutsos is one of North America’s top Portfolio Managers as evidenced by his track record at the helm of the Med-Wealth Defensive Growth model portfolio. With over 40 years of experience, John has been providing professional wealth management services in the GTA (Greater Toronto Area) since 1986. John and his team, which includes Alexander Soutsos, MBA (Rotman School of Business), serve a select number of high-net-worth families, including physicians, business owners, and other medical professionals, as a fee-based, fiduciary practice. John graduated from York University in 1985 with a bachelor of arts, majoring in economics. He worked with a major Canadian bank for two years prior to opening his practice. His primary role is the day-to-day management of his Med-Wealth Defensive Growth model portfolio, which is a core component of each of his various asset-allocation models that range from 50 percent to 100 percent stocks. Med-Wealth Defensive Growth is a concentrated US stock portfolio designed to enhance overall returns using his unique strategy emphasizing a focused list of high-quality companies demonstrating relative strength. His strategy has resulted in his model portfolio being the top performing US large-cap strategy in North America* – outpacing competitors including the major banks and insurance companies, as well as established firms like MD Management, Fidelity, and Mackenzie Financial. As a discretionary Portfolio Manager (PM), through his Med-Wealth Financial Services operation, John specializes in private wealth management solutions, primarily for people within 10 years of retirement, as well as those already retired. A typical person seeking John’s guidance is somebody who has accumulated a portfolio of over $1 million and wants a more personal, sophisticated, and comprehensive approach than what is typically offered at banks and other financial planning firms. Although John serves primarily medical professionals, his client base is comprised of people from diverse employment backgrounds such as pharmacists, business owners, accountants, and lawyers. He also deals with people who have experienced life changes, such as those who have recently experienced the death of a spouse or a marital breakdown or are transitioning to retirement. John’s exceptional knowledge of economic and market history, as well as investor psychology, make him uniquely qualified to serve the most discriminating clients. His extensive knowledge base and dynamic personality have landed him on several radio programs in the past. John and his team also work with clients to create estate plans for the efficient transfer of wealth to the next generation. In addition, his team reviews insurance needs in life, disability, mortgage, critical illness, long-term care, as well as travel insurance.* His personable and caring manner has especially endeared him to retirees and widows. Simplifying financial matters and putting them into perspective is a quality that is highly regarded by those left alone after a spouse’s death or divorce. Extensive, regular, and timely communications, including the use of a weekly market commentary, the Prescribing Prosperity Podcast, and periodic webinars, will provide you with the financial peace of mind you deserve. The perspective that only experience can offer is the most valuable asset that John can provide clients in guiding them to obtain both their short- and long-term financial goals. *Insurance products available through IPC Estate Services

@mldwealthmanagementgroup5617

@blackfishfinance

Robert Frances CEO and Chairman of PEAK Financial Group Robert Frances – Founder, Chairman and CEO, PEAK Financial Group Robert Frances founded PEAK Financial Group in 1992 and has grown it into a leading Canadian firm in independent wealth management, insurance, and financial advice. PEAK supports 1,500 professionals and 150,000 clients, with over $16 billion in assets, operating with no proprietary products or sales quotas. Robert serves on the CIRO board and has held leadership roles at IFIC and Concordia University. He was Global Chair of YPO (2011–2012) and now chairs the board of LANDR, a digital music company. He was named Ernst & Young Entrepreneur of the Year in Quebec’s Business Services category.

Robert Frances

Founder, Chairman and CEO of PEAK Financial Group

Robert Frances founded PEAK Financial Group in 1992 and has grown it into a leading Canadian firm in independent wealth management, insurance, and financial advice. PEAK supports 1,500 professionals and 150,000 clients, with over $16 billion in assets, operating with no proprietary products or sales quotas. Robert serves on the CIRO board and has held leadership roles at IFIC and Concordia University. He was Global Chair of YPO (2011–2012) and now chairs the board of LANDR, a digital music company. He was named Ernst & Young Entrepreneur of the Year in Quebec’s Business Services category.

Robert Frances

Founder, Chairman and CEO, PEAK Financial Group