Your partner in personalized, full-service wealth management

With 35 years of experience in the financial services industry, John Lanning has developed comprehensive specializations in financial planning, tax-efficient strategies, and estate planning. He has a passion for guiding corporate generational succession in the workplace and understands the intricate planning they require. He also values the opportunity to help families and businesses transition with confidence.

John’s approach is rooted in trust and open communication. He believes  financial confidence comes from understanding, which is why he uses simple, effective tools that clients can easily grasp and replicate. By ensuring his clients are fully aware of their plans, he empowers them to make decisions with certainty and peace of mind.

A graduate of the University of Toronto’s Trinity College (B.Sc.), John has pursued continuous professional growth throughout his career. He holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Registered Employee Benefits Consultant (REBC) designations — credentials that reflect his dedication to excellence and commitment to delivering thoughtful, bespoke financial strategies.

Outside of his professional life, John enjoys gardening, woodworking, sailing, birdwatching, and the ongoing renovation of his century home. These pursuits mirror the patience, craftsmanship, and focus that define his approach to financial planning.

John believes financial success is built on trust, clear communication, and consistent effort. He encourages clients to voice their concerns and will collaborate to resolve them. Through his considerate guidance, John builds lasting relationships and helps clients achieve their own vision of success.