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Jonathan is the Senior Investment Advisor with BMO Nesbitt Burns. Starting with Nesbitt Burns in 2002, he has built a successful practice providing investment management and financial planning services to a varied client base across Southwestern Ontario. Jonathan is a graduate of Wilfrid Laurier University with a BA in psychology. Jonathan received his Certified International Wealth Manager (CIWM) designation in 2010, his Chartered Investment Manager (CIM) designation in 2012, and his Portfolio Manager designation in 2014.

In addition to day to day work with clients, Jonathan is Past-Chair of the IA Advisory Council at BMO Nesbitt Burns. This national council of 16 advisors meets quarterly with senior leadership to collaboratively advance the strategic agenda of BMO Nesbitt Burns and represent the 1000+ advisors who work at BMO Nesbitt Burns.

Recognizing that volunteering is integral to a vibrant community, Jonathan has been active with several organizations. He has volunteered with St. Joseph’s since 2011, starting on the Finance / Resource Planning and Audit Committee (RPAC) eventually serving as Chair of that committee. During that time he also served as Chair of the Investment Subcommittee of RPAC and Chair of the Lawson Health Research Institute Finance and Investment Committee. Jonathan previously volunteered on the McCormick Home Foundation board and was Chair from 2007-2009. Jonathan currently serves as Chair of the Board at St. Joseph’s Health Care London.

Jonathan and his wife Elizabeth are kept busy with their three daughters' competitive dance and hockey activities. They spend as much time as possible outside enjoying skiing, hiking, canoeing and camping.