Focus Wealth Strategies

Specialties

Focus Wealth strategies provides comprehensive planning advice and creative financial product solutions for affluent individuals & private business owners

History

Established in 2003.

Client Service: Focus Wealth Strategies is committed to providing exceptional client service and customized, tailor-​made strategies. We pride ourselves on taking a thorough, organized and logical approach to your wealth planning. Because we understand your time is valuable, we don’t just raise issues & questions — we focus on delivering solutions.

Advisory Team: At Focus Wealth Strategies, we feel it is important to foster good working relationships with your investment, accounting, legal, and other advisors. We work with your other advisors to seamlessly implement solutions tailor-​made for you.

Meet the Business Owner

John H.

Business Owner

John Huot, CA, CFP, CFA, CLU

John has a passion for providing comprehensive financial advice to affluent individuals & private business owners. His extensive knowledge of tax, investments, and insurance products is invaluable in obtaining a big-​picture view of a client’s financial situation. This perspective allows John to recommend practical approaches to organizing and structuring the client’s financial affairs, while focusing on maximization of after-​tax wealth.

John earned his CA designation at a large international accounting firm, where he specialized in compensation planning for executives, as well as domestic and international personal tax planning for high net worth clients.

John’s memberships and associations include: Institute of Chartered Accountants of Alberta; Financial Planners Standard Council;

Calgary Society of Financial Analysts; Canadian Tax Foundation; Advocis, The Financial Advisors Association of Canada; Estate