Toll Free: 800-265-4195
255 Queens Ave.
Investment Advisor, Financial Planner
Tel: (519) 646-3044
|Jonathan has been building his practice with BMO Nesbitt Burns since 2002. Jonathan graduated from Wilfrid Laurier University with a BA in psychology and went on to complete post university education in insurance, investing and financial planning. In 2010 Jonathan received the Chartered Strategic Wealth Professional (CSWP) designation which ensures he brings a holistic approach to financial planning, especially for high net worth clients and their complex needs. The CSWP ensures expertise in all aspects of financial planning such as portfolio management, tax planning and estate planning.
Jonathan along with his wife Elizabeth and three young girls thoroughly enjoy life with family and friends in London. Volunteering is integral to a vibrant community, and is a priority for our family. Jonathan currently serves on the Resource Planning and Audit Committee at St Joseph's Health Care London. He also served on the McCormick Home Foundation board for many years, finishing his time there as Chair of the Board.