Jonathan is the main contact for all of your wealth management needs. As the lead advisor on the team, he conducts regularly scheduled portfolio and performance reviews. He also takes the lead in creating thorough financial and retirement projections for our clients, to create a clear picture of their financial future. Jonathan can also assist you with your family or business insurance needs. He works diligently to ensure that our team, as well as our BMO Financial Group partners are working together to ensure you receive the highest level of financial service.

Jeff works hard to ensure all our clients are getting the highest level of service possible. He is proactively reaching out to clients regularly to anticipate their concerns and communicate openly about the markets and how they impact our clients. Jeff takes the lead in handling complex estate issues, resolving them in a timely manner. He also takes a proactive role in client reviews, and is available for any trade inquiries.

Jeff works hard to ensure all our clients are getting the highest level of service possible. He is proactively reaching out to clients regularly to anticipate their concerns and communicate openly about the markets and how they impact our clients. Jeff takes the lead in handling complex estate issues, resolving them in a timely manner. He also takes a proactive role in client reviews, and is available for any trade inquiries.