Oborne Wolfe Wealth Management

Jeffery Oborne

Portfolio Manager

905-988-5735 | Email me

Jeff has been advising clients for over 30 years in the investment industry. Over that time he has witnessed numerous bull and bear markets, resulting in his unique insight into the workings of capital markets.

As chief strategist, Jeff oversees Oborne Wolfe Wealth Management with a focus on portfolio direction, investment research and corporate planning solutions. Jeff is an alumni of the University of Western Ontario.

Judy Wolfe Jonas

Portfolio Manager

905-988-5402 | Email me

After beginning her career in the investment industry in 1992, Judy and Jeff joined forces in 2001. She brings to the partnership her disciplined approach to construct, manage and monitor your customized portfolio.

Judy’s primary focus is portfolio analysis, ensuring that your personalized portfolio and overall investment strategy fulfills the goals and objectives outlined in your Investment Policy Statement. As well, she will play a lead role in developing your personal strategic wealth plan. Judy is also a graduate of the University of Western Ontario.

Jill Kolar

Email me

After 27 years of industry experience, Jill joined the team in 2008 as a fully licensed associate. Jill is the first line of contact with Oborne Wolfe Wealth Management, providing our clients with exceptional service and assistance.

In addition, she will assist in coordinating your financial planning and/or banking solutions available through RBC and RBC Dominion Securities. Jill is an alumni of the University of Waterloo.