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Jon focuses on matching clients’ financial goals and objectives to appropriate investments by utilizing active asset allocation and risk management techniques. For over 15 years he has helped generate tax efficient income for high net worth individuals, foundations and trusts. Jon is experienced in all market conditions and has a highly sophisticated knowledge of the advanced principles and practice of modern portfolio theory. He consults regularly with key industry experts who provide him with pertinent market analytics.
In addition to his Bachelor of Science degree, Jon’s integrity and professional acumen are recognized by his achievement of the securities industry’s professional designations of Canadian Investment Manager and Portfolio Manager. These exclusive designations are awarded by the Canadian Securities Institute and recognized by the Investment Industry Regulatory organization of Canada (IIROC).
Jon is an appointed member of the Abbotsford Police Board and current President of the BC Association of Police Boards. Jon also serves on the capital campaign committee for the Abbotsford Hospice Society.
Married with three teenage children, Jon and his wife Susan make their home and tend a small family farm in Abbotsford, BC.
Toll Free: 1(855) 834-2060
Fax: (604) 870-3926
Branch Office: (604) 870-3922
Branch Fax: (604) 870-3926
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.