Helping you grow more than wealth


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 Cover (man looking at finances on ipad)

As earnings go, so goes the market

Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of 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

Happy kids splashing in a pool

What happened to the “summer doldrums?”

We assess the market’s prospects in light of the recent a-typical summer rally.

Read more