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About Us

Commitment to Value

Our actions are driven by trust, reliability, empathy, prudence, and innovation. We are committed to contributing positively to the quality of our clients’ lives, and their financial future. With respect and confidentiality, we will give priority to your goals and concerns and work exclusively for your benefit.

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Jon Batchelor, CIM Photo

Jon Batchelor, CIM

Financial Advisor, Manulife Securities Incorporated

Life Insurance Advisor, Manulife Securities Insurance Inc.  

The major goal is to provide the best service possible for our clients. We believe that people are looking for personalized service and expertise in an increasingly complex world.

As a Certified Investment Manager (CIM) our focus is on Investment Management. With over 21 years of experience in both positive and negative markets, we combine the concepts of Quality, Balance and Rebalance to create and maintain Portfolios. Difficult markets are opportunities for investment and rebalancing is a major part of our strategy in order to mitigate risk. Options strategies may also help clients increase income and preserve capital. We also have an expertise and thorough understanding of the precious metals market for those clients looking for additional diversification.

Financial Planning including Retirement Planning, and Estate Planning are very important to our clients. Tax efficiency is a major part of our everything that we do. We believe that the combination of customized Investment Management and Financial Planning is a powerful combination.

Education and communication are important. Please visit the blog on this website for articles on financial and investment strategy.

Jon is a recipient of the Award of Excellence from the Canadian Securities Institute having received a score in the top percentile on the "Canadian Securities Course" for all of Canada in the year 1999. In 2021 he completed Advanced Derivative Market Strategies and now holds the Certificate in Derivative Market Strategies designation. 

Phone:  204-925-2280
Email: jon.batchelor@manulifesecurities.ca

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