With over 23 years of investment industry experience, Jonathan is uniquely qualified to provide investment management advice to private clients and institutional groups. Through his years of management experience he has a proven track record of providing vision and leading people to achieve success.
As a life-long resident of Windsor/Essex, with his wife of years and 3 children, Jonathan firmly believes in giving back to his community. In 2011, he co-founded The AlliWonga Foundation, a family Foundation focused on helping local and global charitable causes. The Foundation is also a philanthropic educational vehicle for his young family who are all active participants.
Jonathan is also a member of the Inspiration 100 Organization. This is an exclusive group of 100 community minded leaders who have collectively contributed $3 Million Dollars as an endowment with a goal to support local charitable organizations within Windsor-Essex Community.
He is also a director of the Windsor Essex Community Foundation, with assets of over $15 Million, which has a mission to build a better Windsor-Essex Community by attracting and managing legacy funds to support local programs.
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 the Vice Chair and member of the board of the University of Windsor.