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Jon has over a decade of experience in the finance and banking industry. He was a small business owner and operator developing systems to manage marketable securities. With TDBank Group he advised a book of clients with custom tailored advice for their business as a Small Business Advisor. Jon was also on the options and equities trading desk at TDAmeritrade assisting high net worth clients with investments and complex options strategies.
Now with TDWealth Private Investment Advice Jon develops comprehensive personalized strategies for high net worth individuals, families, and businesses, helping them to protect and grow their wealth. He utilizes a team that has expertise with investment strategies, retirement planning, tax minimization, estate planning, insurance and wealth preservation.
Branch Office: (519) 640-8530
Branch Fax: (519) 640-8552
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
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