Protection and growth strategies built around your life,
your goals and your timeline.
Insurance and Investment Solutions for Toronto Families
Insurance protects what you’ve built. Investments grow what comes next. Most people get them from different places, with no one looking at how they fit together. I bring both under one roof, so your coverage and your portfolio support each other as part of a single, coherent plan.
What I Offer
Solutions Built Around Your Life
Each solution can stand on its own, but they work best together as part of one integrated plan.
FAQ
Good questions deserve clear answers.
Don’t see your question? Reach out directly — you’ll get a straight answer.
Absolutely. Meetings can be held at the Sheppard Avenue East office in Toronto, by phone, or by video call — whichever is most convenient for you.
Any existing insurance policies, recent investment statements, and a sense of your goals. If you don’t have everything organized, that’s fine — getting clarity is exactly what the first meeting is for.
No. Whether you’re buying your first life insurance policy, opening an RESP, or managing a mature portfolio, advice is tailored to your stage of life and your goals.
Jonathan is part of the independent network of Desjardins, one of Canada’s largest financial groups. Mutual funds are distributed through Desjardins Financial Security Investments Inc., which means your investments are backed by institutional strength and regulatory oversight.
No. The first meeting is complimentary and carries no obligation. It’s a chance to understand your goals, review what you have in place, and see whether we’re a good fit to work together.