Jonathan Ferrara

Jonathan Ferrara

Portfolio Manager

Senior Investment Advisor

B.Comm.

CIM®

Our discovery and wealth management approach is driven by what matters most to you

Contact me

Phone

Office

(519) 663-1601

Office Location

380 Wellington Street 18th Floor, Tower B London, ON N6A 5B5. map

          Jon has over 15 years of experience in the finance and banking industry.  He was a small business owner and operator developing systems to manage marketable securities.  With TD Canada Trust 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 TD Ameritrade assisting high net worth clients with investments and complex options strategies. 

          Now with TD Wealth 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 collaborates with a team of TD specialists who have expertise with investment strategies, retirement planning, tax minimization, estate planning, insurance and wealth preservation. 

Jon's goal is to help families realize their dreams through the different stages of life.  Let him help yours.

Certificates

B.Comm.

CIM®

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.
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What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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