John Wood's Overview
- Current
- Past
- Education
- Connections
- Websites
John Wood's Summary
My goal as Chairman of Bellwether is to tailor investment solutions for very high net worth investors to enable them to achieve investment success.
I am a licenced Portfolio Manager with 30 years of experience in financial service industry.
In addition, I have volunteered to several organizations and fundraising projects.
I am a licenced Portfolio Manager with 30 years of experience in financial service industry.
In addition, I have volunteered to several organizations and fundraising projects.
Specialties
As Chair of Bellwether I specialize with the support of my partner, Bob Sewell in managing portfolios tailored to fulfill the personal needs for our very high net worth private investors and a select group of securities licensed Investment Advisors.
John Wood's Experience
Director
Canadian Canoe Museum
Public Company; Myself Only; Museums and Institutions industry
May 2011 – Present (1 year 9 months) Peterborough, United Kingdom
A museum collection of canoe and kayak relics indicating the significance of paddling in Canada's history and cultural heritage.
Trustee
St. Andrew's College Foundation
Educational Institution; 51-200 employees; Public Relations and Communications industry
April 2008 – Present (4 years 10 months)
St. Andrew's College is an independent private school. Its Foundation produces income to the school to help fund the school's programs.
Class B Member
Canadian Olympic Committee
Nonprofit; 51-200 employees; Sports industry
January 1992 – Present (21 years 1 month) Toronto
Director
Arius3D Inc.
Public Company; 11-50 employees; LZR.V; Computer Software industry
January 2002 – August 2011 (9 years 8 months)
Arius has the only technology that can produce true 3D images.
Chairman of Investment Committee
Canadian Olympic Committee
Nonprofit; 51-200 employees; Sports industry
January 2002 – December 2008 (7 years)
Chaired the investment committee and developed their policies and procedures for selecting and monitoring the investment managers of their $100 million dollar portfolio.
Rewrote the investment objectives and investment mandate statement, searched for and hired two investment managers as of April 1st, 2003, reduced total operating costs of the investment fund by 78%, from 151 basis points to 33 basis points and investment returns have been in the first quartile for the four and a half years since April 1st, 2003.
Rewrote the investment objectives and investment mandate statement, searched for and hired two investment managers as of April 1st, 2003, reduced total operating costs of the investment fund by 78%, from 151 basis points to 33 basis points and investment returns have been in the first quartile for the four and a half years since April 1st, 2003.
Portfolio Aid
Cumberland Advisors
Privately Held; 1-10 employees; Investment Management industry
2004 – 2005 (1 year)
President & CEO
Maxxum Fund Management Ltd
January 1999 – January 2001 (2 years 1 month)
As CEO of these two companies newly-acquired by Investors Group, recruited with mandate to build these investment management and fund businesses, and leverage synergies between them. Grew them from $1.6 billion and 50 employees to $3+ billion and 75 employees in 18 months.
Developed and executed a plan for significant growth at Investor's Group Inc ("IG") by capturing market share in mutual fund distribution channels other than IG's sales force. Recruited an experienced executive management team, solidified agreements with investment management teams and developed back office operations to ensure a competitive operating structure.
Captured 2.5% of industry net sales in 2000, up from virtually 0% in 1999.
Developed plan to grow investment management operation by introducing proprietary, quantitative asset management model, to be retained and implemented by IG.
This success led to Investors Group's $4.2 billion acquisition of Mackenzie Financial.
Developed and executed a plan for significant growth at Investor's Group Inc ("IG") by capturing market share in mutual fund distribution channels other than IG's sales force. Recruited an experienced executive management team, solidified agreements with investment management teams and developed back office operations to ensure a competitive operating structure.
Captured 2.5% of industry net sales in 2000, up from virtually 0% in 1999.
Developed plan to grow investment management operation by introducing proprietary, quantitative asset management model, to be retained and implemented by IG.
This success led to Investors Group's $4.2 billion acquisition of Mackenzie Financial.
Chief Executive Officer
Financial Concept Group Limited
January 1996 – January 1999 (3 years 1 month)
Developed and implemented a strategy to consolidate the independent financial planning sales channel, capture some of the sales force's asset management business in the in house money management firm and position Ontario-based FCG as one of Canada's top personal financial managers.
Built a national presence, taking assets from $3.9 billion to $6.8 billion, by competitive recruiting of Canada's best Financial Planning Advisers and developing differentiated asset management products such as mutual funds, hedge funds and WRAP accounts.
Executed sale of FCG to Assante Corporation on December 24th, 1998 to provide an exit strategy for major shareholder, Midland Capital Corp., to facilitate acquisition by Merrill Lynch Canada. This transaction combined Assante, the largest, with FCG, the second largest firm of financial planners in Canada, making a dominant player in this segment; this sale was done at a $60+ million valuation for FCG, which was up from $13.8 in June of 1997.
Assisted in the transition of FCG to Assante.
Built a national presence, taking assets from $3.9 billion to $6.8 billion, by competitive recruiting of Canada's best Financial Planning Advisers and developing differentiated asset management products such as mutual funds, hedge funds and WRAP accounts.
Executed sale of FCG to Assante Corporation on December 24th, 1998 to provide an exit strategy for major shareholder, Midland Capital Corp., to facilitate acquisition by Merrill Lynch Canada. This transaction combined Assante, the largest, with FCG, the second largest firm of financial planners in Canada, making a dominant player in this segment; this sale was done at a $60+ million valuation for FCG, which was up from $13.8 in June of 1997.
Assisted in the transition of FCG to Assante.
President & CEO
AGF Management Ltd
Public Company; 501-1000 employees; agf.b; Investment Management industry
January 1986 – January 1996 (10 years 1 month)
Developed strategic concept for an asset management firm. Identified and approached potential partners and concluded a deal with Midland Walwyn Inc. The transaction led to their subsidiary, Financial Concept Group Ltd. ("FCG"), buying Alpha. The principles of Alpha became the Executive Management Group of FCG with the mandate to implement the plan.
Assisting clients in preparing business plans, obtaining equity financing, recruiting individuals to serve as Boards Members and senior management teams. Mutual fund clients included The Vanguard Group of Companies and Investors Group.
20/20 Funds Inc.
Assisting clients in preparing business plans, obtaining equity financing, recruiting individuals to serve as Boards Members and senior management teams. Mutual fund clients included The Vanguard Group of Companies and Investors Group.
20/20 Funds Inc.
President & CEO
20/20 Financial
January 1986 – December 1995 (10 years)
Built from zero assets to $4+ billion. Managed a diverse group of shareholders. Developed innovative and successful mutual fund product. Hired and fired money mangers. Created significant shareholder wealth.
Facilitated Trilon Financial's exit by taking the company public in June 1993. Their $800,000 investment was sold for over $20 million. Facilitated Connor, Clark & Lunn's (CC&L) exit by selling the company to AGF Management Ltd. CC&L's $25,000 investment was sold for over $30 million.
As transition President at AGF, reversed a long-established trend of market share decline by maintaining 20/20's net sales momentum as part of AGF.
Early Positions
Facilitated Trilon Financial's exit by taking the company public in June 1993. Their $800,000 investment was sold for over $20 million. Facilitated Connor, Clark & Lunn's (CC&L) exit by selling the company to AGF Management Ltd. CC&L's $25,000 investment was sold for over $30 million.
As transition President at AGF, reversed a long-established trend of market share decline by maintaining 20/20's net sales momentum as part of AGF.
Early Positions
Fitness Instructor
Fitness Institute
Privately Held; 51-200 employees; Health, Wellness and Fitness industry
January 1975 – January 1977 (2 years 1 month)
Junior Auditor
Price Waterhouse
Partnership; 10,001+ employees; Accounting industry
January 1972 – January 1975 (3 years 1 month)
John Wood's Skills & Expertise
John Wood's Education
McMaster University
BA, History
1970 – 1974
St. Andrew's College
1964 – 1970
First Year
Canadian Securities Institute:
Fellow, Canadian Securities Institute
Branch Manager Exam
Partners, Directors and Officers Exam
Institute of Corporate Directors:
Completed The Directors Education Program
Passed the written examination for an ICD.D designation
Passed the oral examination on December 15, 2009 to complete the certification process for the ICD.D designation
Granted the ICD.D designation on December 16, 2009.
Securities Licenses:
Investment Advisor
Canadian Securities Institute:
Fellow, Canadian Securities Institute
Branch Manager Exam
Partners, Directors and Officers Exam
Institute of Corporate Directors:
Completed The Directors Education Program
Passed the written examination for an ICD.D designation
Passed the oral examination on December 15, 2009 to complete the certification process for the ICD.D designation
Granted the ICD.D designation on December 16, 2009.
Securities Licenses:
Investment Advisor
John Wood's Additional Information
- Websites:
- Interests:
- golf, snowboarding, paddling, music, science
- Groups and Associations:
- The Toronto Golf Club, The Burloak Canoe Club
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