Skip to main content

Jonathan Ferrara

Investment AdvisorPortfolio Manager

  • B.Comm.
  • CIM®

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

          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. 

Jon will be helping families realize their dreams for the next 30 years.  Let him help yours.

ADDITIONAL CONTACT

Branch Office: (519) 640-8530
Branch Fax: (519) 640-8552

Additional Information

Behavioural Finance 
Uncover what drives your decisions

BF Magazine Banner.JPG 

We're redefining private wealth management.

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

U.S. retail sales slump: An economic warning sign?

U.S. retail sales slowed in December as consumers grappled with the Omicron variant, high inflation, and supply-chain problems. Anthony Okolie speaks with Maria Solovieva, Economist, TD Bank, about the potential impact of weaker sales on U.S. economic growth in 2022.

One small step: The case for micro-resolutions

Change is hard. And resolutions can be quickly forgotten. Fortunately, scientists suggest smaller subgoals can be more achievable and have a big impact on our lives and finances. Here are some bite-sized resolutions almost anyone can keep.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - June 2021

With vaccination rates rising and case counts falling, investors can finally see a clearing up ahead — the proverbial light at the end of the tunnel.

Omicron: New threat to public health and economic recovery

The WHO is warning the new Omicron COVID-19 variant poses a ‘very high’ global risk. Anthony Okolie speaks with Tarik Aeta, Healthcare Analyst, TD Asset Management, about what that means for the global fight against the pandemic.

Ask MoneyTalk: Is there a flexible way to make a charitable giving plan?

Every day, images of humans in need fill the news cycle, from refugees and displaced citizens to victims of racial and gender inequality. With donation requests coming in from organizations and even friends on your Facebook feed, how can you find an efficient way to manage it all? Jo-Anne Ryan, Vice President of Philanthropic Advisory Services at TD Wealth and the Executive Director of the Private Giving Foundation, joins Kim Parlee to discuss donor-advised funds and some ways you can donate now and decide later.

Do you know someone who would benefit from my services?