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.
We use cookies on our website to enhance user experience, analyze and improve our services, and learn what information interests you. By continuing to use our website, you agree to our use of cookies. You may change your cookie preferences in your browser or device settings.
Learn More How to Delete Cookies