1 First Canadian Place
38th floor, P.O. Box 150
|Wealth Advisor & Financial Planner|
|Tel: (416) 359-4803|
|Fax (416) 359-6519|
|Jonathan began studying the relationships between values, ethics and business when he was taking his degree in Economics at the University of Waterloo, where he specialized in Finance. Originally from Vancouver, Jonathan has always practiced what he learned in his first few years on the job - that the wealth advisor's interests are always aligned with his/her client's values.
This belief system and Jonathan's commitment to volunteer work throughout Toronto drives his sense of doing the right thing for the client, no matter what his or the firm's self-interest may be. Like Warren Buffett, he believes that doing "good" means doing "well".
Jonathan is a Chartered Investment Manager® (CIM), CERTIFIED FINANCIAL PLANNER® (CFP), and Certified International Wealth Manager® (CIWM). He is presently working towards his CFA and the Trust & Estate Practitioner designation.