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 19 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 was 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.
Telephone: 204-925-2280 Email: email@example.com