B.Sc, P.Eng, MBA, CFP®, CIM®
Financial Advisor, Manulife Securities Incorporated
Insurance Agent, Bell Financial Inc.
Jon completed his undergraduate degree in Engineering at the University of Guelph. After getting settled in the consulting industry, Jon made a decision to concurrently pursue his passion for management and finance by enrolling in the evening MBA program at nearby Wilfred Laurier University, with a concentration in Financial Management. During this time, his focus at work shifted primarily to asset management and business improvement projects, now as a Professional Engineer. It was in asset management where Jon found that his greatest pleasure was working closely with clients to assess their unique and dynamic needs, desires, and risks in order to create sustainable spending plans and improved business practices.
It became clear that a focus on financial planning as part of the Bell Financial Advisor Team was a perfect fit for Jon. As a financial advisor, CFP®Professional, and Chartered Investment Manger (CIM)®, Jon works closely with Bill and Nick to grow Bell Financial sustainably through the core values of integrity and service that the organization was founded on in 1996. He currently lives in Holland Landing with his wife, Leah, two young boys, Rowan and Callum, and cat, Ender.