John Klotz BA, CFP, CLU

A much sought after speaker and financial advisor, John is vice president of sales at  He is also the chair and founder of Toronto Talks (, a monthly speaking series dedicated to business development for technology professionals and project managers. John’s motto is… Just Pay Less Tax ( With over 20 years of insurance and investment experience, John brings a lighthearted, yet disciplined approach to your financial planning needs.

Always placing the needs of his client first, John’s professional approach to financial planning involves developing a 6-step process towards evaluating goals, risk level and final outcomes. His unique global approach towards insurance and investment planning along with his talent for listening achieves goals effectively and quickly.

In his spare time, John plays tennis, jogs and skiis, and spends as much time as possible with his wife, Karen, and their two young children.


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