How often will we review my plan?
A financial plan isn't something you set and forget. I [...]
What happens at our first meeting?
The first meeting is complimentary and comes with no obligation. [...]
What does it mean that you’re part of the independent network of Desjardins?
I provide independent, personal advice while being backed by Desjardins, [...]
What does your CFA charter mean for my plan?
It means your recommendations are built on rigorous analysis rather [...]
Why do you offer both insurance and investment advice?
Because your financial life doesn't come in separate compartments. Life [...]
Can we meet virtually?
Absolutely. Meetings can be held at the Sheppard Avenue East [...]
What should I bring to our first meeting?
Any existing insurance policies, recent investment statements, and a sense [...]
Do I need a lot of assets to work with you?
No. Whether you're buying your first life insurance policy, opening [...]
What does it mean that you’re affiliated with Desjardins?
Jonathan is part of the independent network of Desjardins, one [...]
Is there a cost for an initial consultation?
No. The first meeting is complimentary and carries no obligation. [...]