John Cruise, CFA, brings extensive experience in wealth management and financial advising, currently serving as a Wealth Advisor at CK Wealth Management since September 2013, where the focus is on advising business owners on their wealth management needs. Prior to this role, John held various positions, including Portfolio Manager at Aligned Capital Partners Inc. and Wealth Advisor at Wise Riddell Financial Group, emphasizing a unique approach to comprehensive financial planning. John’s career began as an Investment Advisor at Cruise Financial Services, an independent firm dedicated to retirement solutions, and includes experience as a Sales Director at Aegon Investments, where assistance was provided to financial advisors across Canada. John's educational background includes a BA in Finance & Economics from Western University and a Chartered Financial Analyst designation from the CFA Institute.
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