437-304-7926
jmcsherry@cclgroup.com
With over 12 years of experience in wealth management, John McSherry knows the work starts with understanding the person, not the portfolio. He takes the time to understand each client’s story — where they have been, what matters most to them and where they hope to go — developing wealth strategies aligned with their lives and portfolios tailored to their needs.
Drawing on both his own expertise and the broader capabilities of the firm, John builds institutional-quality portfolios spanning traditional and alternative asset classes. He has worked extensively with incorporated professionals and small foundation boards, helping them navigate portfolio decisions, investment policy statements, and distribution requirements. And he previously served as Chair of the Greenwood College School Foundation.
For John, wealth management is deeply personal. He sees his role as being part of each client’s team, helping them achieve their goals, protect what they have built and make the most of the opportunities ahead. His approach is grounded in close, trusted relationships and a commitment to understanding each client’s evolving priorities.
John holds a Bachelor of Arts (Honours) from Queen’s University and the Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®) and Chartered Alternative Investment Analyst (CAIA®) designations. Outside the office, John enjoys spending time with his wife and their young sons.