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

Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  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.