Committed to helping people navigate life’s challenges, Jon got his start in the financial services industry in 2014. His banking experience is broad, from Business Account Manager, to Investment Retirement Planner, and Financial Planning roles. In his current position, he handles trading, rebalancing, day-to-day portfolio management and client support and service.
Known for his attention to detail and dependability, Jon loves to tackle complex situations, demystify them and create simple solutions. A big believer in continuing education, he graduated from Western University with a finance degree and is passionate about learning. In addition to licensing to work in the securities industry, he’s also an accredited Financial Planner, and is currently pursuing additional professional qualifications to bring further specialized expert advice to clients.
In his spare time, Jon and his wife Kat enjoy spending time with family, friends, their dog Remy, and cat Kiko. Jon stays active cycling, skiing, clay shooting, and sailing.
