Jonathan is Vice President, Portfolio Manager and Investment Advisor with BMO Nesbitt Burns. Over the past 16 years he has built a successful practice providing investment management and financial planning services to a varied client base across Southwestern Ontario. Prior to joining BMO Nesbitt Burns, he was Manager, Property Claims, with Royal & Sun Alliance Insurance in Toronto. A graduate of Wilfrid Laurier University with a BA in psychology, Jonathan completed post university education in insurance, investing, financial planning and portfolio management, receiving his Certified International Wealth Manager (CIWM) designation in 2010, his Chartered Investment Manager designation in 2012, and his Portfolio Manager designation in early 2014. Recognizing that volunteering is integral to a vibrant community, Jonathan has been active with several organizations. Jonathan has been a member of the Resource Planning and Audit Committee (RPAC) of St. Joseph’s Healthcare London for the past six years and served as Treasurer and Chair of RPAC for the last 2 years. He has also served in various governance roles with Lawson Health Research Institute. Prior to volunteering with St. Joe’s he volunteered on the McCormick Home Foundation board for many years, including as Chair from 2007-2009.