As a life-long resident of the community, Jonathan understands his clients have built their wealth on hard work and dedication. He has built a successful practice based on genuine relationships using these same principles. Jonathan focuses on providing personalized wealth management advice.
Jonathan graduated with a Bachelor of Commerce from the University of Windsor. He also holds the Certified Investment Manager Analyst (CIMA) designation. Outside the office, Jonathan is a member of the Consultants Association (IMCA). He is also involved with the Make-A-Wish Foundation of Southwestern Ontario.
Rachel Poole has been with RBC Dominion Securities since 2007. She attended St. Clair College and graduated with a Diploma in Finance and Accounting and began working with Jonathan in 2005, right out of College. Rachel is commited to furthering her knowledge and experience having also received her Insurance License.
On a day-to-day basis Rachel is responsible for all administrative functions that support our clients such as questions or requests regarding statements, foreign exchange transactions, cheque requests, documentation, scheduling appointments, tax package & tax slip inquiries, etc.
