A graduate of Haskayne School of Business, Jon obtained a Bachelor of Commerce with a major in Finance. As a firm believer in ongoing education, Jon acquired the prestigious designation of Chartered Financial Analyst in 2004.
Jon is dedicated to helping build not only your wealth, but a better future for you and those you care about. Jon draws on his expert knowledge acquired across 20 years in corporate finance, professional trading, and wealth management to develop comprehensive strategies for clients. Jon believes portfolio management is unique to every individual and collaborates with clients to deliver bespoke portfolios designed to suit your custom needs
On a personal level, Jon balances a busy family life, is dedicated to giving back to society and has a love of lifelong sport through active engagement in charity events such as the Ride to Conquer Cancer, Ride for Kids, and Hockey for the Cure.
