John Siembida, BA, MBA, EPC, CLU, CHS, TEP, MFA-P
With over 25 years of distinguished experience across Canada's leading financial institutions including Sun Life, Desjardins Financial Security, and Standard Life, John has established himself as a nationally recognized subject matter expert in life insurance products, estate planning, tax strategy, and trust education.. A prolific educator and thought leader, John has served high and ultra-high net worth clients throughout his career while developing comprehensive training programs on advanced planning concepts including Individual Pension Plans (IPPs), shared ownership critical illness insurance, buy-sell agreements, and sophisticated estate strategies. He mentors the Law of Trusts course at STEP Canada and has published in the STEP International Journal, while serving as a keynote speaker at major industry forums. John holds an Executive MBA from the Richard Ivey School of Business (2007) and a BA in Political Science from the University of Guelph (1998). His impressive array of professional credentials includes Elder Planning Counselor (EPC), Chartered Life Underwriter (CLU), Certified Health Specialist (CHS), Trust and Estate Practitioner (TEP), and Master Financial Advisor - Philanthropy (MFA-P). Most recently, he completed the MindStudio Academy Accelerator, earning certification in designing, building, and deploying AI agents. As author of the forthcoming book Beyond Numbers: The Vibe Planning Revolution, John is articulating a new paradigm for financial advisory—one that honors the irreplaceable value of human connection while harnessing AI's power to deliver deeper insights and more personalized client experiences. Core Competencies: • Values-Based Financial Planning & VIBE Framework Methodology • AI Integration & Ethical Technology Implementation • Corporate & Estate Planning Strategy • High Net Worth & Ultra-High Net Worth Client Advisory • Advanced Life Insurance & Tax Planning • Advisor Training & Professional Development • Product Development & Innovation • Public Speaking & Thought Leadership Professional Affiliations: • Society of Trust and Estate Practitioners (STEP) - Member & Mentor • Former Conference for Advanced Life Underwriting (CALU) Member John's mission is to equip Canadian financial advisors with the skills, credentials, and tools to thrive in an AI-enhanced future where technology amplifies human wisdom rather than replaces it. Connect: jsiembida.mba2007@ivey.ca | Toronto, Ontario
