Your Team

With his dual background in law and finance, Jonathan brings a unique and more comprehensive perspective to his wealth management approach. Truly passionate about helping his clients attain their financial objectives, build and protect their wealth, he goes beyond offering traditional investment strategies and instead, provides a more comprehensive wealth management advice. He tailors his guidance and recommendations to address the complex needs of his clients and fosters confidence in their financial future. Jonathan believes in goal based wealth management and financial literacy of his clients and their respective financial portfolios.

Outside the office, Jonathan is an avid race car driver which satisfies his competitive nature. He is passionate in discovering new tracks on the east coast on board his race car #181. He and his wife Sabrina enjoy an active and athletic lifestyle that includes skiing, biking and training together. They have an enthusiasm for travel, be it exploring major cities or the savanna. He is very proud of her and supports her involvement in the Leukemia and Lymphoma Society, a cause close to her heart.