Jonathan has spent more than two decades helping his clients people saving for retirement, small business owners, retirees, medical professionals, and business executives. Jonathan and his associate Kathy Zdanowski work with multiple layers of wealth management needs for their client's needs today and for their future generation.
With a Chartered Investment Manager and Portfolio Manager designation, Jonathan is able to provide his clients with Private Investment Management, RBC's premium level of discretionary wealth management. With PIM, you can be confident that your portfolio will be managed according to the highest standards. In consultation with you, your portfolio will be constructed with such factors as your growth requirements, income needs and risk tolerance in mind.
We handle all the details on an ongoing basis, working within specific guidelines established in your Investment Policy Statement. In addition an extensive team of RBC professionals support us with all facets of wealth management such as financial planning illustrations, income protection, and estate planning to assist you in achieving your goals
Jonathan is married to Pamela and they have two daughters currently at University. They reside in Brampton, where they all stay very active in skiing, hockey, and golf. Jonathan is an active community member of Christ Church, Brampton and past committee member for the Canadian Mental Health Association of Peel. Jonathan graduated from Western University in 1986 where his degree concentrated in economics.
