Jonathan brings over a decade of experience in financial services to his role, helping individuals, families, business owners, professionals, and executives navigate their financial journeys. By working closely with his partners within RBC Wealth Management, he ensures his clients experience everything RBC has to offer in a seamless fashion.
Professional investment management, financial planning, will and estate planning, retirement planning, and tax strategies are just a few of the essential matters that Jonathan and his team address in the care of their clients.
Jonathan and his team believe that financial success comes from personalized solutions, modern strategies, and a forward-thinking approach. They bring a wealth of knowledge and energy to the table, ready to help individuals, families and businesses navigate the complexities of today’s financial landscape.
There are three questions everyone faces when considering their wealth.
- What is our current situation?
- What is our desired situation?
- Do we have a realistic and credible plan to get there?
Gaining clarity and understanding in answering these questions forms the foundation of the work we do for our clients to ensure they achieve their financial goals.
A graduate of York University with a Bachelor of Commerce degree specializing in Finance, Jonathan blends his experience and expertise with a commitment to developing deep personal relationships with his clients to understand their unique goals and concerns. By taking a client-focused approach, he provides tailored advice and strategies to empower clients in achieving their financial aspirations.
Outside of the office, Jonathan is an avid sports fan and plays multiple sports regularly to keep active. He also enjoys travelling and spending quality time with family and friends.
