John Neely is the President of JJ Neely Tax & Insurance Advisory Group Inc.
John is a member of the Canadian Institute of the Financial Planners, the Society of Trust & Estate Planners, the Financial Planners Standards Council of Canada and a Fellow of the Canadian Securities Institute.
John is one of the most up-to-date financial planners, who:
- Completed the one-week long income tax practice course conducted by the Institute of Chartered Accountants
- Took the first-ever succession planning course offered by the Institute of Chartered Accountants
- Annually attends the national convention for trust and estate planners and the 2-day annual tax update seminar held by the Devaney Tax Group
He will meet the needs of clients and guarantees the highest standards in service and quality.
What I can do for you:
- Minimize Personal & Corporate taxes working with your accountant to utilize corporations and trusts along with innovative insurance and financial products
- Restructure your life insurance to be an INVESTMENT instead of an expense … which may be paid with low-cost corporate dollars instead of high-cost personal dollars
- Evaluate your Investment Portfolio to ensure your financial plan meets your personal needs. You will have two qualified investment advisors, the other being Andrew O’Brien, ensuring that your goals stay on track
- Provide a second opinion on your portfolio
Qualifications
- Business Administration from Ryerson Polytechnical Institute, now Ryerson University
- Certified Financial Planner (CFP)
- Trust and Estate Planner (TEP)
- Financial Management Advisor (FMA)
- Fellow of the Canadian Securities Institute (FCSI)
Memberships
- Canadian Institute of Financial Planners
- Society of Trust & Estate Planners (STEP)
- Canadian Securities Institute
- FP Canada (formerly Financial Planning Standards Council)
Courses Taken
- Life Insurance: Life, Critical Illness & Disability course (Licensed in most provinces of Canada)
- Mutual Funds: Licensing course, Mutual Funds Officer and Directors course, Mutual Funds Branch Managers course.
- Canadian Securities Courses: Canadian Securities Course, Wealth Management course, Advanced Financial Planning course, Branch Managers course, including additional courses for the designation, Fellow of the Canadian Securities Institute.
- Income Tax: Canadian Institute of Chartered Accountants, 6-day Income Tax practice course.
Devaney Tax update for accountants, 2-day annual tax update. - Commercial Law regarding real estate:
Business & Real Estate Appraisal with the Appraisal Institute of Canada
Succession Planning course sponsored by the Canadian Institute of Chartered Accountants.
Relevant Experience
- Thorne Gun Helliwell & Christenson now KPMG Accountants – Audit & Statement preparation
- Aluminum Company of Canada – Accounting Supervisor
- Fidelity Trust – Trust Company Manager
- Financial Planning including insurance since 1982
John’s passion business-wise is studying income tax but on the personal side, it is helping disadvantaged children. As a result, he involves himself in helping with the organization called “Big Brothers Big Sisters” and assisting with a number of children’s summer camps.
Contact John
Equity Associates, 190 Church Street
Garson ON P3L 1S5
1-888-386-2222
jjneelyfinancial@jjneely.com
66 Cumming Drive
Barrie ON L4N 0C5
705-698-5433
jjneely@vianet.ca