For individuals and families, Jonah’s areas of expertise include wealth accumulation and management, risk management and estate planning. Working with organizations, Jonah implements and manages group benefit and retirement programs.
Jonah graduated with an MBA from the Schulich School of Business. He is a Certified Financial Planner, holds the Chartered Investment Manager designation, and is a CEA® with the Canadian Institute of Certified Executor Advisors.
Being independent and not owned by an insurance company or bank, we’re able to leverage long-standing relationships with insurance and investment companies, always maintaining the position as your advocate.