Meet the team

Since joining Altium in 2019, Jonathan has played a key role in supporting our clients and their families in the management of their wealth. He develops long-term relationships with clients and works closely with them to define their objectives, implement tailored wealth strategies, and coordinate the execution of their plans.

Through his work with high-net-worth and ultra-high-net-worth families, Jonathan has developed extensive experience in wealth management and client advisory services. He is committed to helping clients navigate complex financial decisions with clarity and confidence.

Jonathan has been registered as an Advising Representative since 2024. He holds the Chartered Financial Analyst (CFA) designation and earned a Bachelor of Commerce with a major in Finance from the John Molson School of Business at Concordia University.

In October 2022, Jonathan joined the Board of Directors of the National Circus School and the National Circus School Foundation based in Montréal, Québec.