Med-Wealth Private Wealth

John Soutsos
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John Soutsos, CIM, EPC, Portfolio Manager

  • Uniquely constructed model portfolios with multiple options for all levels of investor risk-tolerance and objectives;
  • Employing portfolio management strategies and techniques that have historically demonstrated superior returns than industry-standard ‘cookie-cutter’, all-in-one portfolio solutions;
  • Incorporates a defined-allocation to a ‘Portfolio Boost’ strategy that incorporates the growth-potential of the healthcare industry, coupled with the risk-reduction attributes of the consumer staples industry.
  • Includes services such as retirement and estate planning (IPC Estate Services); as well as tax-efficiency and financial planning guidance.
  • Coordination of private banking*, accounting and tax preparations services.
  • Entry point at $500,000 per household
  • 30-years+ industry veteran with exceptional knowledge of economic and market history;
    • Supported by next-generation succession strategy;

* Private banking for medical professionals offered through National Bank