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 Monthly cover - September 2024Harris and Trump on the issues

As the U.S. presidential election campaign sprints to November, the policy agendas of Kamala Harris and Donald Trump are taking shape, and we address the key differences that matter most to the economy and stock market. 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 shipping containers

Economic impacts of non-economic policies

The economic environment could be in for an about-face. We look at what investors should be focusing on, beyond the same old same old, in this election year.

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