About Us

Med-Wealth Financial Services

• Med-Wealth was launched in 2020 to provide medical professionals and business owners with a viable alternative to the commoditized wealth management services offered by the banks and other financial institutions;
• Uniquely constructed model portfolios with multiple options for all levels of investor risk-tolerance and objectives;
• Employing portfolio management strategies and techniques that have historically demonstrated superior returns than industry-standard ‘cookie-cutter’, all-in-one portfolio solutions;
• Incorporates a defined-allocation to a ‘Portfolio Boost’ strategy that incorporates the growth-potential of the healthcare industry, coupled with the risk-reduction attributes of the consumer staples industry.
• Includes services such as retirement and estate planning (IPC Estate Services); as well as tax-efficiency and financial planning guidance.
• Coordination of private banking*, accounting and tax preparations services.
• Entry point at $500,000 per household
• 30-years+ industry veteran with exceptional knowledge of economic and market history;
• Supported by next-generation succession strategy;
  • Private banking for medical professionals offered through National Bank

 

John Soutsos, CIM®, EPC

Portfolio Manager

John Soutsos is one of IPC’s most senior professionals with over 35 years of experience. John has been providing professional wealth management services since 1986 and his team serves a select number of high-net-worth families. He graduated from York University in 1985 with a Bachelor of Arts, majoring in Economics. He worked with a major Canadian bank for two years prior to opening his practice.

His primary role is the day-to-day management of his Med-Wealth Defensive Growth model portfolio which is a core component of each of his various asset-allocation models that range from 50% to 100% stocks. Med-Wealth Defensive Growth is a concentrated U.S. stock portfolio designed to enhance overall returns using his ‘Portfolio Boost’ strategy.

As a discretionary Portfolio Manager (PM), through his Med-Wealth Financial Services operation, John specializes in Private Wealth Management solutions primarily for physicians within 10 years of retirement, as well as those already retired.

A typical person seeking John’s guidance is somebody who has accumulated a portfolio of over $500,000 and wants a more personal, sophisticated, and comprehensive approach, than what is typically offered at banks and other financial planning firms. Although John serves primarily medical professionals, among his client base he also has clients from diverse employment backgrounds such as pharmacists, business owners, accountants, and lawyers.

He also deals with people who have experienced life changes such as those who have recently experienced the death of a spouse, a marital breakdown, or are transitioning to retirement.

John’s extensive knowledge base and dynamic personality have landed him on several radio programs in the past. John will work as your personal “Financial Quarterback” to help you make intelligent decisions about money. His exceptional knowledge of economic and market history, as well as investor psychology, make him uniquely qualified to serve the most discriminating clients.

John and his team also work with clients to create Estate Plans for the efficient transfer of wealth to the next generation. In addition, his team reviews insurance needs in the area of Life, Disability, Mortgage, Critical Illness, Long-Term Care, as well as Travel Insurance.*

His personable and caring manner has especially endeared him to retirees and widows. Simplifying financial matters and putting them into perspective is a quality that is highly regarded by those left alone after a spouse’s death or divorce. Extensive, regular, and timely communications, including the use of a weekly market commentary and periodic webinars, as well as his utilization of a defined process for decision-making, will provide you with the financial peace of mind you deserve.

The perspective that only experience can offer is the most valuable asset that he can provide clients in guiding them through to obtain both their short and long-term financial goals.

*Insurance products available through IPC Estate Services

Alexander Soutsos, MBA

Investment Advisor

Alexander joined the Med-Wealth Financial Services team in the summer of 2022. Prior to joining Med-Wealth, he worked as a Senior Management Consultant at KPMG, servicing clients across a variety of industries, including environmental services, retail and healthcare. Alexander’s past experience also includes time at CI Financial as well as boutique investment bank, Oak Hill Financial. Alexander’s keen analytical skills are being used to assist John Soutsos, Portfolio Manager of Med-Wealth Financial Services, in both analyzing prospective client portfolios and in expanding the business. He also provides John Soutsos with a succession plan for the future.

Aside from attaining all the securities industry-academic credentials, he has completed Level 1 of the CFA program. Alexander’s academic credentials include receiving his Master of Business Administration from the Rotman School of Management (graduated in 2020 as a member of the Dean’s List, Bregman Scholar) and Bachelor of Commerce from the University of Toronto (graduated in 2014 with distinction). Alexander is a St. Michael’s College School alumnus and a former Provincial Junior A hockey player.