As President, Independent Advisor Solutions Inc., Jon is focused on elevating the firm’s innovative suite of products and platforms to deliver customized, industry-leading advisor solutions.
An industry veteran, Jon has more than 20 years of financial services experience, having held various senior leadership positions within the wealth management industry at Wellington-Altus Financial Inc., Wellington West Capital Inc., National Bank Financial, RBC Dominion Securities, and IG Wealth Management, where he led the development of exclusive investment solutions for high-net-worth clients.
Jon has an undergraduate degree from the University of Manitoba and is a Chartered Financial Analyst (CFA) charter holder.