John Huggan, CIM^®, FCSI^®

Senior Wealth Advisor, Portfolio Manager

Kelowna, BC

John Huggan is a dedicated and motivated executive who has a passion to help people achieve their financial goals. John provides high-level, sophisticated wealth management solutions and strives to deliver the highest degree of client satisfaction.

John's approach to investing is straightforward: he will focus on becoming your partner in building the future you desire. As you work together, he will thoroughly explain the investment strategies he recommends, so that you'll be fully comfortable with all aspects of your wealth management program. Every decision that is made will be focused on achieving the results you want. John's mission is to help his clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service.

John is uniquely qualified to help you navigate through an ever more complicated environment and keep you on track regardless of the economic situation we find ourselves in. John has been in the financial services industry since 2000. He began his career with Dundee Securities, and moved to Raymond James in November 2005. Today, John plays an essential part in helping make Plena Wealth Advisors one of the fastest growing financial practices at Raymond James.

John grew up in Burnaby, B.C. but has called the Okanagan his home since 1999. Married with two children, John maintains an active lifestyle enjoying sports, travel and spending time with his family.