Senior Analyst, Client Services
Joining the firm in 2019, Jonathan is responsible for supporting our clients and the entire team with all tasks related to wealth architecture.
His role includes supporting both the Investments and Client Services departments in order to deliver an elevated client experience. He is also involved in special projects and continuously improving our processes. Jonathan brings a fresh perspective into client relationships and a dedicated sense of care.
Jonathan holds a Bachelor of Commerce with a major in Finance from the John Molson School of Business (Concordia University) and is a Chartered Financial Analyst (CFA) Level II candidate. His previous experience includes working in the finance department at Bombardier Aerospace and the Canadian Government.