Welcome to our site

Jonathan Tyner has been a full-service investment advisor since 1999, and a discretionary money manager since 2015. Jonathan is a life-long resident of Brampton, where he resides with his wife Pamela and their 2 University-aged daughters. Being an active member of his community through charity causes and sport has always been an important part of who Jonathan is.

Jonathan and his team provide exceptional personalized full financial planning and portfolio management services. Their clients expect competitive investment returns where capital preservation and the prudent management of risk is fundamental.

Above all, their clients receive a planned approach to their family's current wealth accumulation and future distribution. Our clients want recommendations delivered with conviction and consistency from a competent professional who they know personally and whose advice they trust.

Ultimately, what we do for our investors is based on an old-fashioned, durable principal. When you succeed, we succeed.

Specialties: investment portfolio development, financial planning, income investing, estate planning, inter-generational wealth transfer, and legacy creation.

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Recent Posts

The U.S. deficit, interest rates, and private sector interplay

The U.S. deficit, interest rates, and private sector interplay

Feb 07, 2025 | Atul Bhatia, CFA

Economics is rife with self-correcting mechanisms, and we give our thoughts on how that dynamic is likely to play out in the relationship between the U.S. budget deficit and longer-term interest rates.

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Tariffs’ leverage extends far beyond trade

Tariffs’ leverage extends far beyond trade

Feb 05, 2025 | Atul Bhatia, CFA

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.

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A U.S.-Canada trade shock now in play: first economic takeaways

A U.S.-Canada trade shock now in play: first economic takeaways

Feb 02, 2025 | Frances Donald and Nathan Janzen

Canada has been hit with its largest trade shock in nearly 100 years. RBC Economics now finds itself balancing the desire to produce...

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Jonathan Tyner, CIM

Portfolio Manager & Investment Advisor

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