John Moakler

John J. Moakler, Jr., BMath, CFP, CLU
President & Senior Executive
Financial Planner

John Moakler is a top producing Financial Planner, well known across Ontario for his advanced tax strategies, and for his advanced wealth building strategies. A graduate of the University of Waterloo in Mathematics, John provides comprehensive financial planning advice to individuals and corporations.

  • John has both his CFP (Certified Financial Planner) and CLU (Chartered Life Underwriter) designations.
  • Consistently ranked as one of the top advisors in Canada over the past 10 years.
  • Received numerous industry awards within the financial services industry.
  • Mentored hundreds of advisors across Canada, and been asked to lecture across the country.
  • Has been interviewed by the Globe & Mail, Zoomer Magazine, among other publications.
  • Alongside his family John is active in local charities.
  • Past Board member of Region 5 Volleyball – Ontario Volleyball Association. Developed the Provincial Mentorship Upgrade Program; Past member of the Canadian National Upgrade Committee; Past Co-Chairman Of the Regional Upgrade Program.
  • Active National Volleyball Official for both the Canadian & Ontario Volleyball Associations for over 30 years.

Awards & Honours

At a prior firm, John received the award for “Financial Planner of the Year” for 5 years (2006, 2008-2010, 2012). Also at a prior firm, he obtained the highest ranking by qualifying for “President’s Club/Elite” status for 7 years. Each of these awards represents the top 1–2 % in that company.

With this perspective on managing wealth, John has been recognized with the following achievements:

  • 2013 President’s Club **
  • 2012 President’s Elite *
  • 2011 President’s Club **
  • 2010 President’s Club **
  • 2009 President’s Club **
  • 2009 Pillar Gold Medalist ***
  • 2008 President’s Club **
  • 2006 President’s Club **

* Recognizes the top 1% of consultants at a prior firm
** Recognizes the top 2% of consultants at a prior firm
*** Awarded only once to a consultant each year from across the country at a prior firm

Contact Information

Moakler Wealth Management
Telephone: (416) 840-8544
Cell: (416) 938-8733
Email: john@moaklerwealthmanagement.com