Kevin Klein Steven Belchetz
John Stroud, MBA, CFA
Investment Counsellor, T.E. Investment Counsel, Toronto
26 Wellington St. East, Suite 800, Toronto, ON M5E 1S2
T: 416-366-1451 | F: 416-368-9801
John Stroud has over 23 years’ experience in the investment industry. Having begun his career in technology, John was recruited as a technology analyst for a securities firm. He progressed to technology investment banking for an American brokerage firm, and later became a technology portfolio manager for Mackenzie Investments.
John was attracted to T.E. Wealth because of its flexible and holistic approach to financial planning and wealth management. T.E. Wealth encourages clients to choose the services that best suit their needs, and offers a highly customizable investment program to meet diverse goals.
In his investment approach, John emphasizes portfolio construction and risk management. His goal in portfolio construction is to optimize capital growth potential and diversification within the risk parameters defined by the client. John follows global economic events and monetary policy closely, viewing them as important determinants for investment risk and returns.
At the core of his investment approach, John believes that a properly constructed portfolio does not benefit from frequent trading in reaction to transitory developments or fickle investor sentiment; rather, rebalancing is only performed when necessary to bring the portfolio back to its intended risk and return profile.
In his spare time, John enjoys reading, tennis and skiing, as well as dining out with his wife Monika and their two sons when they are home from university.
T.E. Wealth is a business name and trademark of iA Investment Counsel Inc. (“IAIC”). IAIC is a wholly owned subsidiary of IA Insurance and Financial Services Inc. (“IAIFS”). IAIFS is a TSX-listed company (symbol:IAG). IAIC is registered in all provinces in the category of Portfolio Manager, Investment Fund Manager in the provinces of Ontario, Quebec, and Newfoundland, and Exempt Market Dealer in the Province of Ontario.