Jon has spent more than twenty years helping people navigate the often-complex world of investing, currently managing over $340 million in assets for client families. He started his career as a Chartered Accountant and Certified Financial Planner, which gave him a solid foundation in understanding how money works from the ground up. Over the years, he’s built his approach around listening carefully, explaining things simply, and keeping the big picture in mind.
Outside of the numbers, Jon values the long-term relationships that come from working closely with clients and their families through different stages of their lives. For him, it’s not just about investments—it’s about helping people feel informed and confident in the decisions they make.
Outside of the office, Jon enjoys spending time with his wife and three kids, while continuing to be active, as time permits. In the community, Jon finds pleasure in contributing his time to certain charitable committees and organizations.
