Investment Advisor, CIM
Jonathan has worked in the wealth management industry for five years. Before joining the Ross Group Wealth Advisors, Jonathan started in a support role at another financial institution working with one of the top teams in the country where he gained invaluable knowledge about the industry. He attended the University of Western Ontario and graduated with a Bachelor of Arts in History.
Jonathan holds a Certificate in Advanced Investment Advice from the Canadian Securities Institute and is a Chartered Investment Manager (CIM). Jonathan is also a Life Insurance advisor and is working towards the completion of his Certified Financial Planning Designation (CFP).
Jonathan works with clients to customize innovative financial planning strategies and wealth protection solutions to meet their individual needs. His clients include individuals and their families, business owners, and corporations.
Jonathan is active in the local community, supporting multiple charitable and not-for-profit organizations. Jonathan is a board member of the Weizmann W league. In his spare time, you can find Jonathan with family and friends. He enjoys travelling, watching and playing hockey, golf, and basketball, and playing the piano.