John J. Moakler, Jr., BMath, CFP, CLU, CSC
Doctors devote enormous amounts of their time and energy to the health of their patients. For that, we can all be grateful. But surprisingly, many doctors don’t pay enough attention to their own affairs – especially when it comes to their finances.
John Moakler, a Financial Planner well known across Canada, wants to rectify this imbalance. With a client list exclusively comprised of physicians, this is his straightforward but ambitious vision: That every doctor in Canada will take as much care of their financial health as they do of their patients’ health.
Financial health is something that John understands intimately. After graduating from the University of Waterloo in 1986 with a Bachelor of Mathematics and Computer Science, he spent 18 years in the high-tech industry – capped by building a software start-up and selling it to IBM for $76-million. In the course of that transaction, he became dissatisfied with the financial advice he was receiving. So, he set out to become a financial planner himself.
As he puts it: “I know what I want to see when I’m looking for a doctor: Lots of letters after their name. That’s why, when I decided in 2003 to become a financial planner, I added to my BMath by obtaining the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations.”
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