John Smirnis
Financial Planner @Investia Financial Services
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WORK HISTORY
Financial Planner @Investia Financial Services
Toronto, ON, CA
Mutual funds, exempt market products and exchange traded funds are offered through Investia Financial Services Inc.
EDUCATION
McMaster University
Bachelor of Science (B.Sc.), Life Sciences
SKILLS
ABOUT JOHN SMIRNIS
My focus is helping Ontario landlords and high-earning professionals build smarter financial strategies that coordinate real estate and traditional investments together. Own rental properties but unsure how your investment portfolio should complement them? Concentrated heavily in real estate but not sure how to diversify efficiently? Recently sold a property, inherited assets, or accumulated savings and want to invest strategically?These are the exact situations I work with.Many investors who hold rental properties also have investment portfolios, but the two are often managed separately. This can create missed opportunities around tax planning, diversification, and long-term wealth growth.Through my planning process, I help clients: Coordinate real estate holdings with investment portfolios Reduce unnecessary tax exposure across investments and property income Structure portfolios that complement - rather than duplicate - real estate risk Build long-term financial strategies that align with real estate ownership goalsWhat makes my approach different is that I personally invest in both real estate and traditional investments, which gives me firsthand insight into the challenges and opportunities many landlords face.My goal is to simplify financial decisions and help clients make confident, well-structured choices about how their money should work together.If you are an Ontario landlord or high-earning professional looking to build a more coordinated investment strategy, I’m always happy to connect. Open to a brief conversation? DM me to book a discovery call. j••••••••@olivehillfinancial.ca
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