John Beal
Portfolio Manager and Wealth Advisor @Raymond James Investment Counsel Ltd
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WORK HISTORY
Portfolio Manager and Wealth Advisor @Raymond James Investment Counsel Ltd
Oakville, ON, CA
I learned early on that the wealth management industry didn’t seem transparent. Fees were high, mandates were rarely met and the primary focus seemed to be on enriching the advisors\' business, not the client\'s wealth.As I seek to always be of service, I was on a journey to do things the right way.Understanding how financial well-being can contribute to creating a satisfying and fulfilling vision of life, I am blessed to work in a profession that can have such a profound impact. 3 Keys Wealth of Raymond James Investment Counsel, we can best help our clients. We do so without big institutional objectives and culture getting in the way. You and your family’s fulfillment of success is our focus and we deliver it through our Financial Life Planning process. We embrace the fiduciary duty that comes, only with independence. Financial Life Planning is the creation of a satisfying and fulfilling vision of life and the discovery of how to best financially achieve that vision.We believe that:1. Planning first and foremost. An investment portfolio is not a plan. And without a plan, you are not receiving wealth management. Understand and address the real risks, not just volatility. Having an Asset Mix Policy fortifies your plan. Process over speculation. No one really knows what is going to happen, so the constant noise keeps many on a rollercoaster when in reality, speculation is naive. We don’t do what might work, we follow a process that has always worked. Optimism is realism. Having faith in the future is the only attitude that squares with the historic record. Pessimism doesn’t pay.5. Without the right trusted advisor, few achieve their Financial Life Plan. You deserve Financial Life Plan, to understand the power of an asset mix policy, a recipe for success (not speculation), and an optimistic mindset to avoid “The Great Mistake” (get me out of the market panic).
EDUCATION
Queen's University
Bachelor of Arts (BA), Economics
SKILLS
ABOUT JOHN BEAL
Most successful professionals, when they hit the critical decade before retirement, are at their peak of both earnings and family responsibility. While they have been working with a financial advisor for years, at this critical stage, it is vital to have more robust wealth management in place. As the runway to retirement is shortening, this is the most important time to take control of your assets and position your family\'s financial future - without compromise.There are controllable and impactful determinants of wealth management success, these are the 3 Keys:1) Financial LIFE Planning2) Asset Mix Strategy3) Rules-Based Investment ApproachRather than chasing market trends, reacting emotionally, and being a victim of random acts of investment, having a “Life Well Planned” process goes beyond buying and selling and truly securing your family\'s quality of life.The methods and tools utilized have certainly changed over the past two decades, but the joy of helping clients fund their vision hasn’t.We help clients steward their financial assets and plan. If your current financial advisor hasn’t talked to you about Financial LIFE Planning, let’s chat. Whether or not we decide to work together, I am confident that I can share insights into “The Five Great Goals of Life” and if you are on track to meet t••••••••@raymondjames.ca | bit.ly/RJLDSCLMR
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