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 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear 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.

Latest Insights

Employment interview

What dueling data and the Fed’s dual mandate mean for interest rate cuts

Relative comfort on inflation should allow the Fed to shift its focus to the goal of full employment. But with labor market data pointing in different directions, we sift through the mixed messages and the impact on the Fed’s rate cut plans.

Read more