|
John Klotz, BA, CFP, CLU, CH.F.C, CHS, TEP.
Northwood Financial / Investment Planning Counsel.
President, Northwood Mortgage Life Insurance Corporation.
John is a graduate of the University of Toronto (BA), the Canadian Institute of Financial Planning (Toronto), a Chartered Life Underwriter, A Chartered Financial Consultant, a Registered Health Underwriter, and a Trust and Estate Practitioner through the Society of Trust and Estate Practitioners (London, England). He is a Certified Member of the Financial Planners Standards Council in Canada and a member of Advocis, formerly the Canadian Association of Insurance and Financial Advisors. John has 25 years experience in the Financial Services industry. He is President of Northwood Mortgage Life, a company dedicated to the financial planning requirements of Northwood Mortgage clients. The focus is on both from their risk management (insurance) and wealth creation.
John is a much sought after public speaker regarding his area of expertise, mainly financial planning. He is chair and founder of Toronto Talks, a successful monthly speaking series featuring experts in and around the GTA. . He is consistently recognized as one of the industries more forward thinking financial advisors. He has written numerous articles and is quoted regularily.
John’s motto is…"Have a Tax Efficient Day!"
|