John M. Vachon, CIWM, FCSI, CIM, CFP, CHS

Estate Planning
24 Years of Industry Experience

Licensed in ON, QC
John began his career in financial services in 2002 within his family’s insurance brokerage business. In 2008, he broadened his expertise by becoming an investment advisor through a national securities firm. Over the years, he has earned several of the industry’s most respected designations, including Certified International Wealth Manager (CIWM), Fellow of the Canadian Securities Institute (FCSI®), Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®), and Certified Health Insurance Specialist (CHS).


John’s mission is to guide clients on the path to financial independence, while ensuring their wealth is preserved and transferred across generations. He works with high-net-worth families in a multi-generational context, often engaging with Generation 1, 2, and 3 simultaneously to create continuity and alignment. Acting as a strategic orchestrator, John coordinates all professionals involved around the client. He initiates and oversees complex processes such as corporate reorganizations, business succession planning, and estate planning, ensuring every element works together seamlessly.
Outside of work, John enjoys biking, downhill skiing, and water sports. He is also actively involved in his community, supporting initiatives that promote entrepreneurship and youth sports development.