Jonathan MacLanders

Jon is dedicated to helping high-net-worth families, business owners, incorporated professionals, and retirees navigate the complexities of wealth management with confidence. He believes clients are best served through a collaborative, team-based approach, where specialists work together to provide comprehensive advice tailored to each client’s unique circumstances and goals.

With 14 years of experience in the financial services industry, including more than a decade in wealth management, Jon partners with affluent individuals and families to develop personalized strategies that align their investments with their broader financial objectives. He has extensive experience assisting business owners, professionals, and multi-generational families with investment management, retirement planning, tax-efficient wealth strategies, legacy and estate planning, and intergenerational wealth transfer.

Jon is known for building long-term relationships founded on trust, transparency, and proactive advice. He takes the time to understand what matters most to his clients and helps simplify complex financial decisions, allowing them to focus on their families, businesses, and future aspirations.

Jon holds both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations, reflecting his commitment to excellence in investment management and comprehensive financial planning. He earned a Bachelor of Commerce degree, majoring in Finance, from Saint Mary’s University. Jon also serves on the Board of Directors of CFA Society Atlantic Canada, contributing to the advancement of professional excellence and ethical standards within the investment industry.

Outside of work, Jon enjoys spending time with his wife and two young children, staying active through running and fitness, and travelling with his family.