Aldershot Financial Group

SimpleSmart People

John Booth, CPA, CA, CFDS, CFP

Senior Financial Advisor

John BoothJohn would agree that "the apple doesn't fall far from the tree" …at least if the tree is in Aldershot. His local roots go back six generations. In fact, John could lob an apple from our office eastward and hit the land his Grandfather Lemon farmed.

John's father came from Blackpool, England to train pilots at Mount Hope Airport, met his mother and stayed. Coincidentally for John, it was a shared passion for football - or soccer to Canadians, that led him to Liverpool to meet Vivienne. They married in 2010 and have five children between them, all "successfully launched".

John's definitely a "numbers guy" – he's a CA like his father, and has a math degree from the University of Waterloo. He's been a Certified Financial Planner Professional since 1998. Recently, he added a special designation, Certified Divorce Financial Analyst (CDFA) that deals with the financial analysis around separation and divorce. John's learned from the "school of life" and he likes nothing better than using his skills to help clients make important decisions, especially in times of change.

John Booth is registered to provide investment advice and transact in securities products in the provinces of  Alberta and Ontario.

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Nick Cup, CFP, CIM

Associate Financial Advisor

Nick CupNick’s passion for personal finance was initiated around age four at the kitchen table while his dad read the morning paper during breakfast. Instead of looking at pictures or articles Nick went straight to the stock quotes section to see how the funds in his RESP were doing.

Fast forward to 2013 and Nick’s career in the financial services sector has begun. In 2015, he earned his Bachelor of Commerce degree in Finance from Ryerson University. In 2016, he successfully challenged the CFP and CIM examinations and became a Certified Financial Planning Professional, as well as a Chartered Investment Manager. Nick didn’t stop there, he was recognized in Wealth Professional Magazine as a 2017 Young Gun in the industry.

It’s no surprise that Nick’s passion, skill and obsession about delivering a great client experience caught John’s attention. He recognized a like-minded professional to complement the team. Nick joined Aldershot Financial Group in August of 2018.

Nick Cup is registered to provide investment advice and transact in securities products in the province of Ontario.

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Mark Orr, CPA, CA, CFP, CIM

Senior Financial Advisor

Mark OrrMark considers himself blessed to have been advising his clients and their families since 1993. Prior to that, he spent four years with a national accounting firm, earning his CA designation and, in the process, figuring out that straight accounting wasn't for him (love what you do and you'll never work a day in your life…).

Almost two decades later, more than 100 family groups have entrusted their hopes and dreams to his team. Along the way he earned his Certified Financial Planner Professional, CIM and FCSI designations and somehow found time to write a column for the Hamilton Spectator and articles for a number of other publications including CA Magazine (you mean you aren't a subscriber?). He takes seriously the trust you have placed in Aldershot Financial Group and tries to live by Matthew 7:12: "In everything, therefore, treat people the same way you want them to treat you."

Life is sometimes complicated. Mark tries to make your finances simple. He will always be straight with you because that's what our clients have come to expect – SimpleSmart advice.

Mark Orr is registered to provide investment advice and transact in securities products in the provinces of British Columbia, Manitoba and Ontario.

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We are registered with the Investment Industry Regulatory Organization of Canada (IIROC)

Advantages of Using an IIROC-Registered Advisor

Know Your Advisor / The IIROC AdvisorReport


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