Executive Vice-President, Products & Platforms, Wellington-Altus Financial Inc.
President, Wellington-Altus Asset Management Inc.
President, Wellington-Altus USA Inc.
As Executive Vice-President, Products & Platforms of Wellington-Altus Financial Inc., Jon is focused on elevating the firm’s innovative suite of products and platforms to deliver custom, industry-leading client solutions. As part of this mandate, Jon concurrently oversees the company’s asset management and U.S. platform as President, Wellington-Altus Asset Management Inc. and President, Wellington-Altus USA Inc., respectively.
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 West Capital Inc., National Bank Financial, and RBC Dominion Securities. Most recently, Jon held the role of Senior Vice-President, Investments, at IG Wealth Management, and 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.