John M. Kimpton, CFP, CLU, TEP, EPC

Experience

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  GWL/London Life

  Jan 2000 - Apr 2004

  Regional Life Manager

  As part of the acquisition of London Life Insurance Co. by Great-West Life Co. that began in 1998, I was fortunate to work with a team of leaders that supported hundreds of Insurance and Financial Planners in the Golden Horseshoe and the GTA. I look back fondly on this time where I learned much from great leaders and tried to assimilate much of their experience into my own work ethic.

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  Society of Trust & Estate Practitioners

  Mar 2003 - now

  Trust and Estate Practitioner

  The use of Trusts in Canada remains a strong and sound planning strategy for the right clients and for the right reasons. A Trust is not a legal entity nor a corporation; a Trust is a Promise. Frequently used as part of both Wealth Planning during your lifetime and for Estate Planning following a death, properly structuring a Trust will ensure that your wishes are met. It will help ensure that you are able to keep your promise to those who rely on you, if you are here to make it happen, or if you are not. Show less

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  Financial Planners Standards Council

  Aug 2003 - now

  Certified Financial Planner (CFP)

  As a Certified Financial Planner (CFP), clients can rest assured that solutions are formulated from the financial fundamentals that have been proven over time;- Explore- Evaluate- Decide- Implement- Review- Clarify

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  Brady Financial Group

  Jan 2004 - Mar 2007

  Advanced Security Specialist

  The Advanced Security Program provided comprehensive planning solutions to entrepreneur adn business owner clients of the firm. Through a time-proven process, clients learned of the risks associated with their financial life, we developed strategies to provide assurances that they would be successful in living up to their promises and provided surety, tax-deferral and enhanced long-term growth of assets. By reducing the volatility in a portfolio, reducing annual taxation and providing guarantees for retirement income, clients could build and thne enjoy a life that is financially secure. Show less

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  Advocis

  Oct 2005 - now

  Chartered Life Underwriter (CLU)

  The Chartered Life Underwriter (CLU) designation is title that comes with pride in a great tradition and history. CLU's are uniquely qualified to assist clients in assessing risks and creating strategies that are tax-efficient and cost effective. Applying experience and learning of almost 30 years in financial services, I feel blessed to provide creative, tax-based strategies to achieve my client's goals for risk management and tax-efficiency.

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  BMO Estate Insurance Advisory Services Inc.

  Apr 2007 - now

  Senior Estate Insurance Advisor at BMO Estate Insurance Advisory Services Inc.