John Moakler,

BMath, CFP, CLU, CSC

About Me

Doctors & Dentists 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 and dentists 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, dentists, & business owners, this is his straightforward but ambitious vision: That every doctor and dentist 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 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 or dentist: 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.”

More about John
▪ BMath & Computer Science Degree from University of Waterloo and Business Minor from Wilfrid Laurier University
▪ Worked in the Hi-Tech Industry; in 1999 entered the “Start-up Software World”
▪ Software Start-up Company sold to IBM New York (2003) – $76M US$
▪ September 2004 joined a large Mutual Fund Company
▪ Corporate Speaker & Mentor to hundreds of Advisors from Nanaimo, BC to Halifax, NS
▪ Interviewed by the Globe & Mail, Newstalk 1010, Zoomer Magazine, among other publications
▪ Financial Planner of the Year Award – 5 Consecutive Years
▪ President’s Circle/Elite – 7 out of 10 years
▪ 2010 – Earned CFP (Certified Financial Planner) & CLU (Chartered Life Underwriter) Designations
▪ November 2013 – Left Mutual Fund Company to Start His Own Firm
▪ 2015 – Inaugural Member – President’s Circle 100 – Canada – Financial Horizons
▪ January 2016 – Book Release – Heal Thy Wealth™ – Now a Best Seller
▪ August 2016 – Licensing to Advisors – “Wealthy Entrepreneur” ™ Dinner Seminars Across Canada
▪ 2018 – Elite Top 30 – Ontario – Financial Horizons
▪ 2018 to Current – Advocis – Financial Advisors Association of Canada – President Peel Halton Chapter
▪ Passion – Indoor Volleyball – National Referee; International – Invictus Games – Sitting Volleyball
▪ 3 Children – Sarah, Michelle, & Justin

John Moakler

BMath, CFP, CLU, CSC

Recent Blog

  • Dental Technology Trends with John Moakler: Adopting Innovations That Enhance Profitability

    In the rapidly evolving field of dentistry, technological advancements have revolutionized patient care, clinical workflows, and practice management. As dentists strive to provide high-quality care while maximizing efficiency and profitability, staying abreast of the latest technology trends is essential. In this blog, we’ll explore key dental technology trends that dentists can leverage to enhance profitability…

  • Harnessing the Benefits of Social Media with John Moakler: Cost-Effective Marketing Strategies

    In today’s digital age, social media has emerged as a powerful tool for dentists to connect with current and prospective patients, drive engagement, and grow their practices. With billions of active users across various platforms, social media offers dentists a cost-effective way to market their services, showcase their expertise, and build meaningful relationships with their…

  • Investment Essentials for Dentists: Growing Wealth Wisely with John Moakler

    As dental professionals, dentists dedicate their careers to providing quality oral healthcare to their patients. However, amidst the demands of running a dental practice, it’s crucial for dentists to also prioritize their financial well-being. Strategic investment planning is essential for dentists to grow their wealth and secure their financial future. This blog explores investment essentials…

  • Financial Goal Setting: Creating a Roadmap to Achieve Long-Term Success with John Moakler

    Financial planning is a critical aspect of success for dentists aiming to build a stable and prosperous future. However, navigating the complexities of financial management can be daunting without a clear roadmap. Setting financial goals provides dentists with a structured approach to managing their finances, guiding them towards long-term success and security. In this blog,…

  • Budgeting Techniques for Dentists: Managing Expenses Effectively with John Moakler

    Effective budgeting is crucial for dentists to maintain financial stability and achieve long-term success in their practice. By implementing sound budgeting techniques, dentists can gain better control over their expenses, allocate resources efficiently, and make informed financial decisions. In this blog, we’ll explore practical budgeting strategies tailored specifically for dentists, helping them optimize their financial…

  • Tax-Saving Strategies for Dentists: Maximizing Deductions and Credits with John Moakler

    As dental professionals, dentists face unique financial challenges and opportunities when it comes to managing their finances and minimizing tax liabilities. With the right tax-saving strategies in place, dentists can maximize deductions and credits, ultimately keeping more of their hard-earned income. In this blog, we’ll explore some practical financial planning hacks specifically tailored to dentists,…

  • Emergency Fund Essentials: Preparing for Financial Uncertainties in Dentistry with John Moakler

    Financial planning is essential for dentists to navigate the challenges and uncertainties of their profession effectively. One crucial aspect of financial planning is the establishment of an emergency fund, which serves as a safety net to protect against unexpected expenses and financial setbacks. In dentistry, where income can fluctuate due to factors such as seasonal…

  • Investment Basics for Doctors: Building Wealth for the Future with John Moakler

    As highly skilled professionals, doctors devote their careers to providing expert medical care to patients. However, amidst the demands of their practice, it’s essential for doctors to also focus on building their financial future. Investing wisely is a crucial aspect of financial planning for doctors, offering the potential to grow wealth and secure a comfortable…

  • Protecting Your Practice with John Moakler: Insurance Essentials for Doctors in Today’s Healthcare Landscape

    In today’s ever-evolving healthcare landscape, doctors face a myriad of challenges, from changes in healthcare regulations to increasing litigation risks. As such, safeguarding your medical practice with comprehensive insurance coverage is essential to protect your assets, reputation, and livelihood. In this blog, we will explore the insurance essentials that doctors need to consider to ensure…

  • Financial Planning for a Medical Career Transition into a New Specialty or Role with John Moakler

    As medical professionals, navigating career transitions is an inevitable part of your professional journey. Whether you’re considering changing specialties, pursuing further education, or transitioning to a new role within or outside of medicine, careful financial planning is essential to ensure a smooth transition and maintain financial stability. In this guide, we’ll explore the importance of…

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