Helping you grow more than wealth


Welcome

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


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

– Anonymous


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)

RBC's credibility


Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight 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.

Latest Insights

Man checking stocks on phone

Rally realities

It’s been a nearly unprecedented winning streak for U.S. stocks. But in this heady atmosphere there are vulnerabilities to keep top of mind. We dig into these, and how to position portfolios to balance the risks and opportunities.

Read more