Our clients say it best: we’ve got everything covered.
We've had the privilege of working with many high-net-worth individuals and families, in various stages of their wealth journey. From business owners navigating their exit, to retirees planning their legacy, to those facing an unexpected new chapter in their life—we’ve helped manage it all, and with the same high standard of care for each. Here’s what our clients have to say about what we bring to the table.
“Simply put, Jon has not only increased the value of our assets but has set our mind at ease through this entire process.”
It is hard to put into words what Jon has done for us and the support he has provided both personally and professionally over the last 15+ years. His approach to wealth and finances encompasses all our needs. He has guided us through investment strategies, management of all our assets, and retirement planning. He also brings in key resources to help us with our business, wills, and consulting in several areas.
W.W. and G.W. – business owners (industrial)
2024
“Jonathan’s thoughtful and personalized approach made us feel confident in every decision we made together.”
We have had the pleasure of working with Jonathan for over a decade after selling our family business. What sets Jonathan apart is his dedication to understanding our unique financial situation. He is readily available to answer questions and explain complex financial concepts in a way that is easy to understand. We highly recommend Jonathan to anyone looking for a knowledgeable, fair and trustworthy financial advisor. He truly cares about his clients and has made a significant positive impact on our financial well-being.
S.M. and W.M. – Pharmacists
2024
“Jon and his team have been invaluable with advice and support as we charted our next chapter.”
We underwent an extensive search for a “Trusted Financial Advisor” as we embarked on our retirement journey. We felt Jon and his team were a perfect fit for us, delivering incredibly detailed information while doing it in a supportive and empathetic manner to our family. If you are looking for guidance and diligence in deploying your assets, I would highly recommend Jon and his team.
D.I. – Insurance Executive
2024
“They quarterback and lead my wealth management team as a cohesive unit.”
Before I was so incredibly fortunate to be introduced to Jon, the coordinated group effort that is so critically necessary between individual wealth management team professionals was always a logistical nightmare lacking a unified approach. Jon and his team are the piece of the puzzle that I had been missing for so many years; they are always on the same page, and always have my best interests and peace of mind at heart.
R.L. – Dentist
2024
“Because we had worked with so many firms, we knew what we were looking for in an ideal advisor. We found that in Jon.”
My husband and I had worked with many wealth managers over the years before we engaged Jon Cheek and his team. We felt the advice we received was often "cookie-cutter", and we were looking for something much more personal. Because we had worked with so many firms, we knew what we were looking for in an ideal advisor. We found that in Jon.
T.S. – Executive Search Business Founder
2024
"Communication and trust have been the key components of our relationship."
Working with Jon Cheek since 2010, we sincerely appreciate the combination of expertise, personalization, and peace of mind that comes with a great investment manager. He analyzes our financial goals, risk tolerance, and market conditions to create tailored investment strategies. It is a collaborative process, where Jon provides the expertise, advice, and continuing reviews several times a year, while we share our objectives and preferences, and sometimes make adjustments based on our needs.
E.P. and S.P. – Technology Company Founders
September 2024
“Jon has always been available to provide solid advice and support.”
After many years of barely adequate support from two of Canada’s major banks that included some mistakes and misdirection, a friend referred us to Jon. That was the start of a longstanding, very successful relationship. Jon has always been available to provide solid advice and support, not just for us but more recently for our youngest son. We can strongly recommend Jon.
GR & IAM – Pharmaceutical Industry Executives
September 2024
“His honesty, knowledge of investment options, and attention to our goals and risk tolerance place him in the highest class of advisors.”
Our experience working with Jon has been excellent, easy and enjoyable. His honesty, knowledge of investment options, and attention to our goals and risk tolerance place him in the highest class of advisors. Jon also draws on the extensive expertise of BMO's top-notch team of experts in all investment-related areas. We highly recommend Jon and his team!
GW - Software Developer and AW- Researcher
September 2024
“My experience has been worry-free.”
I met Jon as a recent widow, after 40 years of marriage. He held my hand through my darkest time, and became my financial partner. Six years later, and he now has my new partner's portfolio under his guidance. Market up or down, I don't worry as I know my course is set, and he will adjust when needed, always with my financial goals behind his decisions. I also enjoy the seamless team approach. My emails are promptly answered by the person that is responsible for my query, everyone is caring and thorough, and I am always made to feel relevant.
DP – Business Owner
September 2024