Helping you grow more than wealth

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Welcome

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

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Jon's specialized capabilities

• He has over 20 years of institutional and investment advisory experience
•  In 1999, he earned the internationally recognized CFA (Chartered Financial Analyst) designation
• Awarded 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 Chairman's Council Committee (program recognizing the top 150 RBC USA Financial Advisors)

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RBC's credibility

• Bloomberg rated RBC as the 4th Strongest Bank in the World (2013)
• Global Finance Magazine ranked RBC as the 2nd World's Safest Bank in North America. (2013)
• Standard & Poor's (AA-)/Moody's (Aa3) rated RBC as having some of the most stable credit in the industry (2014)

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Global Insight Monthly

The income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

Read GI Monthly »

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.