For the past 18 years Jonathan has been a trusted Investment Advisor to individuals, families, foundations and corporations in the Kingston area. A graduate of York University, Jonathan believes that investing in your community and family is as important as investing in your financial future. In addition to being active in local community events, Jonathan also volunteers at his children's school and coaches local youth sports. He also enjoys participating on various community teams.
As an Investment Advisor, I am dedicated to the enhancement and preservation of individual investor assets. My wealth management process begins by collaborating with you. Through the decisions we make together, a wealth management strategy evolves to take on a distinctly individual shape, reflecting your investment objectives and aspirations.
With years invested in the financial services industry, I draw on my training and experience to help you develop appropriate strategies, that include retirement, financial, and estate planning recommendations. By concentrating on your financial and investment needs I can help you implement innovative strategies to manage your investment objectives.
I lead a comprehensive wealth management team that specializes in providing customized solutions to affluent individuals and their families.
My Sales Assistant, Ann Pappas, has over 30 years experience within the company and industry. Ann is available to help with the administration of your account and provide reports on a particular stock or mutual fund with the most current research available. Feel free to contact Ann via e-mail at firstname.lastname@example.org or by calling (613) 531-5546
Richard Elsmore is our Estate Planning Specialist. He can provide you with truly comprehensive advice and solutions that come from a partnership approach to client service. The goal, as always, is to help you reach both your retirement and estate planning objectives. We will work with you to create a customized plan for your estate, while ensuring it is distributed in the most cost-effective and tax-efficient manner possible.
Together, our aim is to give clients top-notch service through personal contact, regularly scheduled reviews and up-to-date research that is relevant to your investments.
A Word of Thanks
We would like to thank all clients who have referred friends or colleagues to us recently. Our business practice continues to grow primarily through these referrals, and your trust in the way we work together is truly appreciated.