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 price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. 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.