Jon Finkelstein entered the investment industry in 2004 as an Investment Advisor. Prior to this, he spent eight years in public accounting exiting as a Chartered Accountant Manager for a preeminent Canadian accounting firm.
Jon is the head of the Wealth Management Group at The Finkelstein Group which is the team that provides our clients with strategic wealth management solutions including customized, innovative tax and financial strategies to help our clients build and protect their wealth.
Jon is also a member of the team’s Investment Management Group.
As a Chartered Accountant and Certified Financial Planner, Jon provides our clients with a bigger picture strategy in which to base the investment strategies. This starts with the setting of goals, initiating strategies, coordinating with our client’s other professionals and then reviewing and adjusting for changes. He has enjoyed the opportunity to work with client families to help them achieve their goals for over 25 years.
In his personal life, Jon enjoys sharing his knowledge and experience through his role as a guest lecturer to graduate level students at the Schulich School of Business at York University.
Jon and his wife Jodi have three young children. When he has spare time, he enjoys staying active through various sports.