Address132 Trafalgar Road
Oakville, ON L6J3G5
My BackgroundJonathan specializes in financial and estate planning, investment portfolio management and a number of financials services to high net worth individuals, small business owners, institutions, select foundations, and endowments. Jonathan and his team build investment solutions which are customized to each client's needs.
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®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.