Posted on July 3, 2018 · Posted in Blog, General, Personal
Two weeks ago, my wife and I attended a retirement party for John, a friend and longtime business acquaintance. After more than four decades, he was stepping down as one of Canada’s pre-eminent investment managers.

During the course of the evening, we heard many accolades about John, all of which rang true from our personal experience. They included comments about his integrity, investment acumen, kindness, thoughtfulness toward others and generosity.

They also included “rock star” – white hair notwithstanding! John specialized in creating and managing portfolios that generated income for people dependent on that income to pay their bills. In that arena, he was a “rock star” as he competently met investors’ objectives over several decades.

As I thought about John, the word that kept coming to mind was “loyalty.” To me, John better demonstrated loyalty than most people I have met during my business career. Consistently over the many years I have known him, he showed strong loyalty to others including, in particular, his investor clientele. For John, the interests of his clients always came first as he applied energy and expertise to meet their investment objectives. In addition, his care for his ailing (now recovering) wife over many years is, to me, a tremendous testimony to caring and dedication. –

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