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Jonathan Walton-Ball
CFP

Address

737 Golf Links Road
Ancaster, ON L9K 1L5

Languages

    English

My Background

Jonathan has been in the Financial Services industry for over twenty five years. He offers his clients advice based on his experience in private banking, wealth management, estate planning and settlement, financial planning and investment solutions. Because of his unique role as a Resident Investment Advisor at the BMO Bank of Montreal, Jonathan is also able to bring you all of the services the bank offers in a seamless fashion. Jonathan specializes in providing personalized investment strategies for retirement and estate succession . Jonathan also deals with a number of private business owners combining investment solutions and BMO's business banking services. He holds the highest professional and academic standard in the industry as a CERTIFIED FINANCIAL PLANNER® professional.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.