Address737 Golf Links Road
Ancaster, ON L9K 1L5
My BackgroundJonathan 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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Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.