John was raised in Toronto. He is of Italian background.  He attended Seneca College and graduated with Honours in Business Administration. After a successful career in marketing & corporate administration, John  pursued a position in the financial department in a major property management company. 

 

Along with this job, John was also working with a major Canadian financial planning firm. He dedicated his efforts and skills on weekends & nights to build a strong clientele, along with training and supervising other financial planners. Throughout his 11 years of service to the community and his wonderful clients, he has also delivered financial and retirement planning workshops for newly married couples to help in their budgeting to commence their new life together.  Now 11 years later, John has pursued his passion in a new field of “Creative Financial Life Coach Planning”.  With a well respected life Insurance licence under his belt, and a great team of experts in the various fields, he has continued  to help families and companies  in meeting their financial goals. 

 

John’s skill set is well suited for financial planning as he is very meticulous and organized with client details and account information. He has a sharp knowledge of working with numbers and situational planning. He also loves to meet people and hear their stories, goals, and life experiences. These are the foundational conversations that he has when first getting to know clients and understanding their situations holistically.

 

His expertise and training includes completion of the following:

  • Life and Accident and Sickness Insurance License for the Province of Ontario

  • ​LLQP (Life License Qualification Program) is part of the Canada licensing regime for life insurance agents ​

  • ​30 Continuing Education Credits annually

 

 

 

 

Founders Biography - John DiLorenzo