Investment Advisor, Portfolio Manager
Toll Free: +1 (866) 440-4412
Fax: (416) 594-7069
Jonathan Hearn CFA
Jonathan Hearn CFA is a Portfolio Manager at CIBC Wood Gundy, one of Canada's leading full-service investment management firms. Our wealth management solutions extend well beyond investment advice and money management and are designed to help you meet all aspects of your financial situation throughout your lifetime.
In creating a strategic wealth solution for an individual client, Jonathan draws on his experience and industry-leading credentials as a portfolio manager, as well as the rich resources of CIBC Wood Gundy—access to leading financial, estate and business planning professionals, in-depth research and analysis, online tools and resources, and best-in-class investment solutions. This allows for a multifaceted approach to make sure that all aspects of long-term, holistic wealth planning are covered, from investing to using insurance and tax strategies to build, protect, maximize and transfer your wealth.
Jonathan takes the time to understand your financial objectives and works closely with you to create a long-term strategy that is customized to your needs. In creating a strategic wealth solution, he takes a holistic approach, which encompasses overall wealth management issues—such as estate and tax planning, business succession planning, cash flow needs—as well as a long-term investment strategy to preserve and increase your wealth. In building an investment portfolio that is tailored for your specific situation, emphasis is placed on making an appropriate asset allocation, selecting quality investments and ensuring that your portfolio is globally diversified.
Jonathan works hard to earn his clients' trust and loyalty. His clients comment that they find him very approachable, a good listener and patient. They also appreciate his open door policy and quick response time.
To learn more, contact Jonathan for a free, no-obligation consultation.