Address255 Queens Avenue
London, ON N6A 5R8
My BackgroundJonathan completed post university education in insurance, investing, financial planning and portfolio management. He completed his Certified International Wealth Manager (CIWM) designation in 2010, his Chartered Investment Manager (CIM) designation in 2012, and his Portfolio Manager designation in early 2014. In addition to day to day work with clients, Jonathan is the past chair of the IA Advisory Council at BMO Nesbitt Burns. This national council of 16 advisors meets quarterly with senior leadership to collaboratively advance the strategic agenda of BMO Nesbitt Burns and represent the 1000+ advisors who work at BMO Nesbitt Burns. Recognizing that volunteering is integral to a vibrant community, Jonathan has been active with several organizations. Jonathan currently serves as Vice Chair of the Board at St. Joseph’s Healthcare London. Jonathan has volunteered with St. Joe’s since 2011, starting on the Finance / Resource Planning and Audit Committee (RPAC) eventually serving as Chair of that committee. During that time he also served as chair of the Investment Sub-Committee of RPAC and Chair of the Lawson Health Research Institute Finance and Investment Committee. Jonathan volunteered on the McCormick Home Foundation board and was Chair from 2007-2009. Jonathan and his wife Elizabeth are kept busy with their three daughters’ active in competitive dance and hockey. They spend as much time as possible outside enjoying skiing, hiking, canoeing and camping.
Get directionsPlease enter an address.
®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.