Jon's love affair with investments started so early it’s rumored his first words were "buy low, sell high." While most kids were still playing with action figures, Jon was reading books like The Intelligent Investor trying to decode the mysteries of the stock market. His commitment to learning extends far beyond textbooks and investment reports though – he's just as likely to be found debating politics or listening to a world history podcast.
For Jon, building trust isn’t just important, it’s everything. His goal is to be the first person clients instinctively turn to whenever life throws them a curve ball with a financial twist. Fostering deep relationships that stand the test of time, he strives to make all his clients feel like honorary family members. As Jon sees it – if you're not in it for the long haul, you're not in it at all.
When he's not crunching numbers or looking after clients, Jon's pride and joy lies in being a husband and father of three. He'll tell you that fatherhood is his greatest adventure yet, though he often finds himself wondering if he'll ever master the art of squeezing in a few holes on the golf course.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.