Jonathan joined BMO Nesbitt Burns in early 2016, having honed his excellence in investment service as a Financial Services Manager at BMO in Oakville. His dedication to his clients, his attention to detail and his business acumen are all key attributes Jonathan brings into his role. Jonathan specializes in providing customized investment solutions for high net worth clients and has developed a reputation as a highly trusted investment advisor in his community and at BMO.
Jonathan immigrated to Canada with his family in 2004. After completing his high school in Vancouver BC, he came to Toronto and graduated with a Bachelor of Commerce degree from the University of Toronto. Jonathan is a CFP, CIM and a CFA level II candidate.
Jonathan and his wife Karen live locally with their sons Jayden and Kyle. When not working, he enjoys fishing, spending time with his family and is very involved in the community.