Born and raised in Ottawa, Jonathan Bloom is married with two children and lives in the city's west end.
An Ontario Scholar and graduate of the University of Ottawa with a Bachelor of Commerce (Honours) degree in Accounting, Jonathan has been assisting clients of RBC Financial Group plan and invest for the future since 1994, first as a Financial Planner and now as an Investment Advisor. A firm believer in ongoing education, he has also achieved the designation of Personal Financial Planner and has completed numerous industry related courses offered through the Canadian Securities Institute (CSI).
For Jonathan, a discussion of investment follows a period of meetings and conversations during which he can gain an understanding of where you are now, where you would like to be, and how best to develop a customized plan to get you there. As an Investment Advisor, Jonathan is focused on providing comprehensive financial and investment solutions designed specifically for you. The first step is to gain an understanding of your personal financial needs and goals. From there, Jonathan works in close consultation with you, using sophisticated investment tools, to create a strategy which brings together all the elements you need to achieve your financial goals. Depending on your individual needs, this could include everything from investments and insurance, to retirement, tax and estate planning.
Jonathan believes that the key to successful investing is the creation of a long-term plan that reflects your tolerance for risk and sets realistic, achievable goals. Once you have established an investment plan you are comfortable with, it is essential to stick with it over the long term. Making hasty adjustments to your plan in reaction to short-term market volatility can impede progress towards achieving your financial goals. Instead, adjustments should be made through a disciplined process of regular monitoring and review.
