Jon has over a decade of experience in the finance and banking industry. He was a small business owner and operator developing systems to manage marketable securities. With TD Bank Group he advised a book of clients with custom tailored advice for their business as a Small Business Advisor. Jon was also on the options and equities trading desk at TD Ameritrade assisting high net worth clients with investments and complex options strategies. At TD Wealth Private Investment Advice he was Advisor of the Year for Canada among his peers in 2015 and has a passion for software and tech, with a Business and Computer Science degree. He enjoys coaching entrepreneurs with business and financial strategies to encourage growth and help them avoid common business mistakes. Let him help you become the next big success story.
Associate Investment Advisor