JP Burlock
JP Burlock, CIM®, CFP® Portfolio Manager

As an experienced advisor, JP offers his clients a variety of financial planning services including investment advice, retirement planning, professional incorporation, tax efficiency and wealth protection.

As part of the Private Investment Management Group (PIMG) at Raymond James, JP holds the title Portfolio Manager. The portfolio manager role is reserved for those advisors who have attained the highest professional standards of training and expertise in the financial industry.

As a portfolio manager, JP does extensive research prior to recommending a stock purchase. He looks beyond the financial statements to the stories behind the companies: What is the history of the company’s founder? Why would one company be a better investment choice than another in the same industry? What factors influence this product or service? Will those factors stand the test of time? These are the questions JP likes to find the answers to.

Easy to get along with, JP offers his services to a diverse set of clients. Previously, he worked for an investment management firm specializing in planning services for physicians and their families in the London, Grand Bend and St. Thomas regions.

The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements

What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.

The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently.