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Jonathan Gottesman
CIM

Address

1 First Canadian Place
38th Floor
Toronto, ON M5H 1H3

Languages

    English

My Background

Jonathan has worked in the wealth management industry for five years. Before joining the Ross Group Wealth Advisors, Jonathan started in a support role at another financial institution working with one of the top teams in the country where he gained invaluable knowledge about the industry. He attended the University of Western Ontario and graduated with a Bachelor of Arts. Jonathan holds a Certificate in Advanced Investment Advice from the Canadian Securities Institute and is a Chartered Investment Manager (CIM). Jonathan works with clients to customize innovative financial planning strategies and wealth protection solutions to meet their individual needs. His clients include Individuals and their families, business owners, and corporations. Jonathan is active in the local community, supporting multiple charitable and not-for-profit organizations, and is a board member of the Weizmann W league. In his spare time you can find Jonathan with family and friends. He enjoys travelling, watching and playing hockey, golf, and basketball.

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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.