Meet the team

Having joined the firm in 2019, Jonathan supports Altium’s Client Advisors in managing client relationships, and closely accompanies our clients and their families in the management of their wealth.

In his role, Jonathan has gained several years of experience in wealth management for ultra-high net worth clients. He actively contributes to the development and execution of our clients’ Wealth Plans and is involved in various special projects.

Since 2024, Jonathan is registered as an Advising Representative. He holds the Chartered Financial Analyst (CFA) designation as well as a Bachelor of Commerce with a major in Finance from the John Molson School of Business (Concordia University).

In October 2022, he also joined the Board of Directors of the National Circus School and the National Circus School Foundation.