Helping you grow more than wealth

---

What the wise man does in the beginning, the fool does in the end."

– Anonymous

Welcome

Thank you for taking the time to learn more about our team and our investment management approach.

Jon's capabilities

• He has over 30 years of institutional and investment advisory experience
•  In 1999, he earned the internationally recognized CFA® (Chartered Financial Analyst®) designation
• Selected by RBC Wealth Management as a member of:
  • RBC's Portfolio Focus Program (selected FAs that qualify to personally manage client's customized portfolios)
  • RBC's President's Council Committee (program recognizing the top 250 RBC USA Financial Advisors)

RBC's credibility

---

Global Insight 2025 Outlook: Beyond the Horizon

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.