Jon has worked in financial services for in excess of 20 years. He has held senior positions with Merrill Lynch, Mackenzie Financial, AEGON Capital and National Bank of Canada.
Jon has in excess of 10 years working with individual investors. He also has served as a consultant to major pension funds and many of the leading Canadian life insurers.
Jon is a firm believer in the benefits of long term financial planning.
The primary market that Jon is active with is mid-to- senior level executives and business owners who are serious about ensuring that a detailed financial roadmap is laid out and monitored to ensure each client achieves her financial goals without exception.
Jon holds a BComm from the University of Windsor and a BA in Economics from the University of Western Ontario. Jon has earned the Canadian Investment Manager (CIM) designation from the Canadian Securities Institute. He also has completed a Certificate in Retirement Strategy from the Canadian Securities Institute.
Jon, his wife Catherine and their two daughters reside in Etobicoke. He has outstanding experience in the volunteer and charitable sectors having been a Founding Board Member and Treasurer of The Gatehouse, a child advocacy group home located in Etobicoke. Jon has also been active with the Rotary Club of Etobicoke and served on the Mackenzie Charitable Foundation while with Mackenzie Financial. Jon has raised funds for cancer research as a three-time participant in the Princess Margaret Ride to Conquer Cancer. Jon has also recently completed two half marathons, the most recent of which was in Ottawa in May of 2016.
IRONSHIELD Financial Planning (Head Office)
400-701 Evans Avenue
Etobicoke, Ontario, M9C 1A3
Telephone: (416) 626-6515 ext. 22
Facsimile: (416) 626-2717