John Cammie

My accounting and financial planning designations include CPA, CA, CMA, CFP. I have over 25 years experience in accounting, taxation, management consulting, financial planning, and investing in public and private companies.

WORK EXPERIENCE SUMMARY

1998 to Present:

Management Consulting, Accounting, Tax Preparation, Tax Planning, Financial Planning, Estate Planning, Business Valuations

Investing in Public Companies Trading on the Stock Market, ETFs, Mutual Funds, Private Companies including Startups, etc.

Investing Research including Utilizing Screening Tools, Fundamental Analysis, Technical Analysis, Portfolio Management, Asset Allocation, Risk Management, Navigating Stock Market Volatility, Buying and Selling Investments, Analyzing Macro Trends, Continuous Learning from the Most Successful Investors

WORK EXPERIENCE DETAILS

Chief Investment Officer at JLC & Associates Limited, Investment Corporation (1998-01 – Present)

• Analyzing stock market and private company investments, ETFs, mutual funds, etc
• Utilizing various investing research and screening tools across all sectors
• Using both fundamental analysis and technical analysis when screening stocks
• Managing investment portfolios including asset allocation and risk management
• Navigating stock market volatility including the Dot-Com Bubble and Crash, the Financial Crisis, Covid-19, and others
• Buying and selling stock market investments mainly in the United States and Canada
• Analyzing portfolio results including comparing to benchmarks such as indices
• Staying current on macro trends affecting stock market and private investments
• Continuous research and learning from the most successful investors

Chartered Professional Accountant at John F. Cammie Professional Corporation (2017-01 – Present)

• Management consulting
• Accounting, tax preparation and tax planning - personal, corporate, trust tax returns
• Financial planning and estate planning

Chartered Professional Accountant at John F. Cammie, CPA, CA, CMA, CFP, Chartered Professional Accountant (2011-01 – 2016-12)

• Management consulting
• Accounting, tax preparation and tax planning - personal, corporate, trust tax returns
• Financial planning and estate planning

Senior Manager at Squire & Hynes, Chartered Accountants (2003-01 – 2011-12)

• Reviewing accounting files including corporate tax returns
• Reviewing personal tax returns
• Preparing Inter Vivos and Testamentary trust tax returns
• Management consulting
• Financial planning and estate planning
• Special tax engagements
• Assisting with business valuations (partner was a Chartered Business Valuator)

Supervisor at Squire & Hynes, Chartered Accountants (2001-01 – 2002-12)

• Preparing larger accounting files including corporate tax returns
• Preparing and reviewing personal tax returns
• Reviewing smaller accounting files including corporate tax returns
• Financial planning and estate planning
• Special tax engagements

Staff Accountant (CA Student) at Richard C. Squire, Chartered Accountant (1998-01 – 2000-12)

• Preparing files, corporate tax returns and personal tax returns
• Assisting with financial planning engagements
• Assisting with estate planning engagements
• Assisting with special tax engagements

Three Work Terms at Bachelor of Commerce Co-op Program (1995-01 – 1997-12)

• Assisting senior staff members with various accounting and tax work

Chartered Professional Accountant (CPA) - 2014: CA, CMA, CGA Designations United

Chartered Accountant (CA) - 2001

Certified Management Accountant (CMA) - 2001

Certified Financial Planner (CFP) - 2002

Canadian Securities Course - 2005

Canadian Securities Institute - 2004 to 2008: 16 Courses

Read over 100 books on investing and portfolio management - 1998 to Present

Bachelor of Commerce (Honours) - Memorial University of Newfoundland - 1998

High School Graduation (Honours) - 1992