Jonathan Freeman

As an Investment Advisor, Jonathan's mandate is to help you preserve and grow your wealth though tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. He specializes in drawing on his institutional level experience and deep academic knowledge of portfolio construction to design investment solutions inspired by the approach of some of the world's largest pension plans and private investors. Jonathan will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.

Jonathan worked in several roles at TD for almost a decade before joining the team – most recently, at TD Securities Inc., gaining invaluable experience trading a rotating range of asset classes on behalf of the bank and its clients. Jonathan garnered broad-based exposure to the best of the institutional side of the industry, advising pension plans, central banks and large-scale asset managers on topics from macro-economic trends to trade ideas and execution. 

Prior to his role at TD Securities, Jonathan worked at TD Asset Management, the institutional investment management division of TD Bank. With direct contact to some of the world’s leading portfolio managers, analysts and investment strategists, he provided market outlook commentary and investment strategy advice to clients on behalf of the firm.

Jonathan holds an MBA from the Rotman School of Management at the University of Toronto with a major in Finance, specializing in Risk Management and Financial Engineering. Jonathan has earned the Chartered Investment Manager (CIM®) designation, is a Chartered Financial Analyst® (CFA®) Level II candidate, and is licensed in options and derivatives by the Investment Industry Regulatory Organization of Canada (IIROC). Jonathan also holds an undergraduate degree from the University of Western Ontario.