Jonathan is a Certified Financial Planner™ (CFP) with more than 25 years of experience specializing in investment management and retirement planning. He helps individuals and families create tailored financial strategies that align with their unique needs, priorities, and aspirations. With a client-focused approach, Jonathan works to simplify complex financial decisions, enabling clients to make informed choices that align with their long-term goals.
Starting his career in 1992 as an insurance and investment advisor, Jonathan has earned his Certified Financial Planner™ (CFP) and Registered Deposit Agent (RDA) designations. He is licensed as a Life and Accident & Sickness Insurance Agent in Ontario, British Columbia, Alberta, Saskatchewan, and Manitoba, and is registered to offer Mutual Funds in several provinces.
Passionate about building long-term relationships, Jonathan is dedicated to guiding clients toward tax-efficient, personalized solutions that align with their financial objectives. For a comprehensive financial strategy tailored to your goals, contact Jonathan to schedule a professional consultation and start your journey toward financial success.