Client Statements

Welcome to John Armstrong, CFP®

So what differentiates John Armstrong and his team from the many other advisors in the Kitchener Waterloo area?  In short, the client focus of his practice is the biggest difference.  Clients appreciate both the consultative approach taken by John and the attention to detail provided by the team.

Achieving balance in our lives is critical; a balance between work and family, a balance between living for today and planning for the future.  Because we all have competing goals, striving for balance influences many decisions in our day-to-day lives.  One thing is certain; the juggling act we do requires a long-term view.  Sometimes we need to take a step back to put things into perspective. 

It may sound cliché, but having a plan in place goes a long way in helping to achieve both our long and short-term goals.  Simply put, planning assistance is the service we provide.  We are committed to helping you find that long-term view for the good of today and tomorrow.

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Experience and Income and Expense Modelling

A crucial piece of the personal finance puzzle is the use of a professional with years of experience.


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Retirement Planning

A financial planner cannot help you with your retirement plan. The retirement plan is the answer to the question "what are you going to do when you quit work?"


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Investment Planning

With the tools available today, investment selection is easy. Investment planning however is difficult. What makes investment planning so very difficult is dealing with people emotions around money.

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Consultative Approach

Many decisions of a financial nature require careful consideration of the facts and analysis of the specific circumstances.

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The Industry

The financial services industry can be broken down into two main parts: Manufacturing and Distribution.

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Estate Planning

When the financial plan is in place and the relationship is going well, we can talk in detail about estate planning.

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