Jonathan has over 16 years of experience in financial services having joined RBC as a summer student in 2004. After graduating with a BA (Honours) in Psychology and Marketing from the University of Guelph in 2008, Jonathan returned to his hometown of London Ontario to begin working full-time at RBC Dominion Securities. As a partner at Somerville Wealth, Jonathan has a passion to help people achieve their goals and to guide them along the various stages along the way. In 2019, Jonathan earned the designation of being a chartered investment manager, bringing forward one of the most advanced ways to conduct portfolio management services for his clients.
Outside of the office, Jonathan and his wife Ashley have an active family with three young children, Nate, Nora, and Tessa, and a golden retriever named Penny.