Having worked in a leading Bay Street firm, Jonathan is excited to offer this calibre of investment advice to sophisticated individuals, families and business owners in the Windsor Essex County area.
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.
