Jon’s approach to wealth management draws on his entrepreneurial and business ownership experience, and his commitment to the highest quality service.
As a Chartered Investment Manager (CIM®), Jon’s comprehensive wealth management process begins with thorough planning and has been designed to address all aspects of his client’s financial lives. Supported by a team of wealth management specialists, the team offers over 60 years of experience in the investment and financial services industry. The team work in conjunction with his client's legal and tax counsel to build a clear path towards their financial freedom.
When not spending time with his wife and two daughters, Jon is an active member of the local community. Jon volunteers for various local charities through his membership of the Oddfellows.