Jonathan Michaelson

Jonathan is based in Montréal, QC and works with advisory teams and clients across Canada to deliver sophisticated wealth planning solutions tailored to the needs of high-net-worth individuals, families, business owners, and professionals.

Prior to joining Wellington-Altus, Jonathan founded and operated a specialized wealth planning practice focused on cross-border and expatriation planning. He also established and led the financial planning department for a large investment firm, developing comprehensive planning frameworks and helping integrate sophisticated wealth planning solutions into the client experience.

Jonathan holds a Graduate Diploma in Taxation from the Université de Sherbrooke and has completed advanced professional designations in both financial planning and investment management. He is a Certified Financial Planner (CFP®), a Financial Planner (F.Pl.) and a Chartered Investment Manager (CIM®). He has also earned the U.S. Tax Expert designation (EA), reflecting his expertise in cross-border planning and the complex tax considerations affecting Canadians with U.S. connections and internationally mobile families.

Outside of work, Jonathan has been a dedicated practitioner of martial arts for more than two decades, an activity that reflects his commitment to discipline, focus, and continuous improvement. He is also an enthusiastic scuba diver and squash player and enjoys seeking out new challenges both above and below the surface.