John Moakler



John J. Moakler, Jr., BMath, CFP, CLU graduated from the University of Waterloo in 1986 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 $75million.

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 in 2003 and obtained the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations. Before establishing his own practice, John worked as a financial planner at one of the largest mutual fund companies in Canada, winning many company awards – including the Gold Medal in 2009 and Financial Planner of the Year no fewer than five times.

As a financial planner, John’s client list exclusively comprises physicians. He has come up with a customized, written Financial Treatment Plan which he calls Financial Health Care for Doctors™.
Likewise, John is no stranger to elite competition in his private life. For more than 35 years, he has volunteered his time as a volleyball referee at the provincial, national, and international levels.

John lives in Brampton, Ontario, and has three grown children. He has been interviewed on financial planning matters by publications including The Globe and Mail and Zoomer magazine.

“My clients, all of them physicians, know that I invested in myself with intense education and training, just like they did in their chosen field.”


Doctors devote enormous amounts of their time and energy to the health of their patients. But surprisingly, many doctors don’t pay enough attention to their own affairs – especially when it comes to their finances. Heal Thy Wealth aims to achieve John Moakler’s straightforward but ambitious vision: That every doctor in Canada will take as much care of their financial health as they do for their patients’ health.

The most common failure John sees in the financial advice given by others is that it is a one-size-fits-all strategy which often has no written plan. This book will help doctors heal their misdiagnosed finances and manage financial risks. It is a useful guide on how physicians can plan investments and prepare for retirement. Financial health is something that John understands intimately. His services are tailored specifically to doctors’ needs. Just as a doctor assesses a patient’s condition before giving treatment, John also assesses a doctor’s financial condition then prescribes a customized, written Financial Treatment Plan. Heal Thy Wealth is just what the doctor ordered – for themselves.


Financial Health Care for Doctors!

  • Interviewing Your Future Financial Planner
  • Is Incorporation For You?
  • Risk Management
  • Income-Splitting Strategies
  • Health Spending Accounts
  • Developing a Pension Plan
  • Investment Management
  • Retirement Planning
  • Wills & Powers of Attorney
  • Estate Planning

“In my opinion, Heal Thy Wealth is a blueprint for all doctors to follow when it comes to comprehensive financial planning.” – Dr. A. Singh, MD

John Moakler details the necessary steps that are simple to understand and, more importantly, easy to implement. He is the right and best financial planner for me. – Dr. K. Jang, MD

A must-read for any doctor, young or old, who is looking to get his/her personal and financial house in order. – Dr. S. Grewal, MD

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