John Cruise, CFA
John has been working in the financial services industry for more than 20 years and earned his CFA (Chartered Financial Analyst) Charter in 2006. This designation gives John a specialized level of knowledge in portfolio management and investment analysis. For the past 13 years, John has run his own financial planning businesses, with his current company being CK Wealth Management.
The experience of owning his own business helps John identify with the business owners he advises. He brings this perspective together with his solid financial background to provide well-rounded advice and comprehensive wealth management planning to his clients.
John and his wife Alison founded and continue to run ‘Cruise for Kids’, an annual charity golf tournament raising money for the ‘Hospital for Sick Children’. John is an avid golfer and sports enthusiast. When not on the golf course, he enjoys spending time hanging out with his wife Alison and two young boys, Ben and Joel.