Your wealth. Your values. Our expertise.
Exceptional wealth requires more than standard financial planning—it demands strategic foresight, discretion, and a personalized approach that reflects your family’s values and goals. With over 15 years of investment experience and as a CFA charter holder, Jonathan Rotem provides high-net-worth families with clear, comprehensive guidance to navigate through the complexities of wealth. Backed by a team of subject-matter experts, Jonathan delivers a full-service wealth management experience that integrates expertise across investment strategy, estate planning, tax optimization, and more.
Jonathan’s approach goes beyond numbers. His philosophy is rooted in understanding that wealth is about more than just financial growth—it’s about securing your family’s future, supporting your lifestyle, and creating a legacy that lasts. His insights are informed not only by professional experience but by his own journey balancing ambition with a fulfilling, intentional life.
In 2022, Jonathan relocated with his wife, Tamar, and their two children, Melody and Leonard, from Toronto to Lac Beauport, a serene enclave in the Laurentian Massif, just outside Quebec City. He chose this lifestyle for its unparalleled access to world-class outdoor experiences and the opportunity to raise his children bilingual and culturally enriched. Jonathan found in Lac Beauport a place where he could balance professional excellence and personal fulfillment. It is from this setting that he has built a wealth management practice dedicated to helping families achieve the same sense of security and freedom with their wealth.
While based in Lac Beauport, Jonathan offers premium, full-service wealth management across Ontario and Quebec, blending cutting-edge technology with a highly personalized, high-touch approach. He frequently travels to Toronto, Ottawa, and Montreal to meet clients in one of RBC Wealth Management’s extensive network of offices, a private setting, or their home—ensuring that every interaction is personal, discreet, and tailored to their preferences..
By partnering with Jonathan and his team, you gain more than an advisor—you gain a trusted steward of your family’s wealth, offering who offers clarity, stability, and peace of mind in an ever-changing world.
If you’re ready to align your wealth with your family’s values and secure your financial future, schedule a private consultation with Jonathan today.
