Jon Lambe

Portfolio Manager & Investment Advisor

403-299-5261 | Email me

Jonathan (Jon) graduated from the Haskayne School of Business with Bachelor of Commerce, Finance Degree in 1999 and then completed the three year CFA program in 2004.  Jon started his career as a corporate analyst and then as a risk manager and professional trader before transitioning to private wealth. Jon's unique combination of experience provides him a unique skill set within the team to help families make the best possible risk adjusted investment decisions. Jon is a native Calgarian who has been active on volunteer boards including the Energy Risk Management Association of Calgary (ERMAC) and active participation in charity events such as the Ride to Conquer Cancer, Ride for Kids & Hockey for the Cure.  Jon lives in the inner city with his wife and three children.