As your Investment Counsellor, I bring in-depth portfolio management and financial planning advice to help successful families enjoy their wealth by managing the complexity that often comes with success.
I do this by spending time developing a detailed understanding about my clients’ priorities relating to family, work, lifestyle and money. Then, with the support of an experienced and diverse team of professionals, I create a customized and flexible investment plan for every client that is adjusted regularly to both external conditions and to transitions in their personal lives.
By having a detailed wealth plan and investment policy, my clients can make important decisions about their money by knowing that their financial affairs are in order and they remain on track to reach their goals – the ultimate benchmark of success.
I have over 15 years of financial services experience, having joined BMO Financial Group in 2005. I earned a Bachelor of Business Administration (BBA) degree from Wilfrid Laurier University, and I carry two professional designations: Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP).
Jon Cheek