John Soutsos, CIM®, EPCPortfolio Manager
John Soutsos is one of IPC's most senior Investment Advisors with over 34 years of experience. John has been providing professional advice since 1986 and his team serves a select number of high net worth families. He graduated from York University in 1985 with a Bachelor of Arts, majoring in Economics. He worked with a major Canadian bank for two years prior to opening his practice.
John's extensive knowledge base and dynamic personality have landed him on several radio programs. John will work as your personal “Financial Quarterback” to help you make intelligent decisions about money. His exceptional knowledge of economic and market history and investor psychology make him uniquely qualified to serve the most discriminating clients.
With his CIM accreditation, John specializes in Private Client Wealth Management solutions for those within 10 years of retirement, as well as those already retired. A typical person seeking John’s guidance is somebody who has accumulated a portfolio of over $500,000 and wants a more personal, sophisticated, and comprehensive approach, than what is typically offered at banks and other financial planning firms. Among John’s client base are medical professionals, pharmacists, business owners, widows, lawyers, and accountants.
John also works with clients to create Estate Plans for the efficient transfer of wealth to the next generation. In addition, he reviews insurance needs in the area of Life, Disability, Mortgage, Critical Illness, Long-Term Care, as well as Travel Insurance.
His personable and caring manner has especially endeared him to retirees and widows. Simplifying financial matters and putting them into perspective is a quality that is highly regarded by those left alone after a spouse’s death or divorce. Extensive, regular, and timely communications, including the use of Webcasts and Conference Calls, as well as a defined process for decision-making, will provide you with the financial peace of mind you deserve.
The perspective that only experience can offer is the most valuable asset that he can provide clients in guiding them through to obtain both their short and long-term financial goals