Jonathan brings over a decade of experience in financial services to his role, helping individuals, families, business owners, professionals, and executives navigate their financial journeys. By working closely with his partners within RBC Wealth Management, he ensures his clients experience everything RBC has to offer in a seamless fashion. Professional investment management, financial planning, will and estate planning, retirement planning, and tax strategies are just a few of the essential matters that Jonathan addresses in the care of his clients.
A graduate of York University with a Bachelor of Commerce degree specializing in Finance, Jonathan blends his experience and expertise with a commitment to developing deep personal relationships with his clients to understand their unique goals and concerns. By taking a client-focused approach, he provides tailored advice and strategies to empower clients in achieving their financial aspirations.
Outside of the office, Jonathan is an avid sports fan and plays multiple sports regularly to keep active. He also enjoys traveling and spending quality time with family and friends.
