John Huggan, CIM®, FCSI® Senior Wealth Advisor, Portfolio Manager

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.

The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.

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.