John Stroud, MBA, CFA

John Stroud has over 23 years’ experience in the investment industry. Having began his career in technology, John was recruited as a technology analyst for a securities firm. He progressed to technology investment banking for an American brokerage firm, and later became a technology portfolio manager for Mackenzie Investments.

John was attracted to our firm because of its flexible and holistic approach to financial planning and wealth management. CWB Wealth encourages clients to choose the services that best suit their needs, and offers a highly customizable investment program to meet diverse goals.

In his investment approach, John emphasizes portfolio construction and risk management. His goal in portfolio construction is to optimize capital growth potential and diversification within the risk parameters defined by the client. John follows global economic events and monetary policy closely, viewing them as important determinants for investment risk and returns.

At the core of his investment approach, John believes that a properly constructed portfolio does not benefit from frequent trading in reaction to transitory developments or fickle investor sentiment; rather, rebalancing is only performed when necessary to bring the portfolio back to its intended risk and return profile.