{"id":12966,"date":"2026-10-08T16:13:04","date_gmt":"2026-10-08T20:13:04","guid":{"rendered":"https:\/\/rosengroup.ca\/?page_id=12966"},"modified":"2026-10-08T19:17:19","modified_gmt":"2026-10-08T23:17:19","slug":"jeff-johnathan","status":"publish","type":"page","link":"https:\/\/rosengroup.ca\/fr\/team\/jeff-johnathan\/","title":{"rendered":"Jeff Johnathan*, CIM\u00ae, FMA, FCSI\u00ae, CFP\u00ae"},"content":{"rendered":"\n[et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” background_color=”#09131E” use_background_color_gradient=”on” background_color_gradient_stops=”rgba(9,19,30,0.85) 0%|rgba(9,19,30,0.85) 100%” background_color_gradient_overlays_image=”on” background_color_gradient_start=”rgba(9,19,30,0.85)” background_color_gradient_end=”rgba(9,19,30,0.85)” background_image=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2021\/09\/financial-charts-background.jpg” custom_margin=”||||false|false” custom_padding=”||0px|||” locked=”off” global_colors_info=”{}”][et_pb_row column_structure=”3_4,1_4″ make_equal=”on” module_class=”align-end” _builder_version=”4.16″ _module_preset=”default” pac_drh_column_numbers_tablet=”pac_drh_tab_col_one” pac_drh_column_numbers_phone=”pac_drh_phone_col_one” global_colors_info=”{}”][et_pb_column type=”3_4″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”||45px||false|false” custom_padding_tablet=”|||0px|false|false” custom_padding_phone=”||0px||false|false” custom_padding_last_edited=”on|phone” animation_style=”fade” animation_direction=”left” animation_delay=”200ms” pac_drh_add_staking_order_tab=”pac_drh_order_tab_one” pac_drh_add_staking_order_mob=”pac_drh_order_mob_two” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _dynamic_attributes=”content” _module_preset=”578ae898-e672-4c79-9ef5-826ba032c348″ custom_margin_tablet=”||10px||false|false” custom_margin_phone=”” custom_margin_last_edited=”on|tablet” global_colors_info=”{}”]@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF90aXRsZSIsInNldHRpbmdzIjp7ImJlZm9yZSI6IjxoMT4iLCJhZnRlciI6IjwvaDE+In19@[\/et_pb_text][et_pb_divider divider_weight=”2px” _builder_version=”4.16″ _module_preset=”default” custom_margin=”||0px||false|false” custom_margin_tablet=”||0px||false|false” custom_margin_last_edited=”off|desktop” locked=”off” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.27.9″ _module_preset=”default” text_font=”|||on|||||” text_text_color=”#F7F7F7″ text_letter_spacing=”2px” text_orientation=”left” width=”95%” custom_margin=”||0px||false|false” custom_margin_tablet=”||45px||false|false” custom_margin_phone=”” custom_margin_last_edited=”on|tablet” custom_padding=”||||false|false” hover_enabled=”0″ global_colors_info=”{}” disabled_on=”on|on|on” disabled=”on” sticky_enabled=”0″]

Portfolio Manager<\/p>[\/et_pb_text][et_pb_social_media_follow use_icon_font_size=”on” icon_font_size=”24px” disabled_on=”on|on|on” _builder_version=”4.16″ _module_preset=”default” transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|tablet” transform_translate_tablet=”-10px|0px” transform_translate_phone=”” transform_translate_last_edited=”on|tablet” transform_translate_linked_tablet=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|tablet” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|tablet” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|tablet” transform_styles_last_edited=”on|tablet” positioning=”absolute” position_origin_a=”bottom_right” vertical_offset=”30px” vertical_offset_tablet=”0px” vertical_offset_phone=”” vertical_offset_last_edited=”on|tablet” position_origin_a_tablet=”” position_origin_a_phone=”” position_origin_a_last_edited=”on|desktop” position_origin_f_tablet=”” position_origin_f_phone=”” position_origin_f_last_edited=”on|desktop” position_origin_r_tablet=”” position_origin_r_phone=”” position_origin_r_last_edited=”on|desktop” text_orientation=”center” transform_styles_tablet=”” transform_styles_phone=”” positioning_tablet=”relative” positioning_phone=”” positioning_last_edited=”on|tablet” text_orientation_tablet=”left” text_orientation_phone=”” text_orientation_last_edited=”on|tablet” disabled=”on” global_colors_info=”{}”][et_pb_social_media_follow_network social_network=”linkedin” url=”https:\/\/www.linkedin.com\/in\/lewis-rosen” _builder_version=”4.16″ _module_preset=”default” background_color=”RGBA(0,0,0,0)” background_enable_color=”on” global_colors_info=”{}” icon_color__hover_enabled=”on|hover” icon_color__hover=”#C9B381″ follow_button=”off” url_new_window=”on”]linkedin[\/et_pb_social_media_follow_network][\/et_pb_social_media_follow][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” pac_drh_add_staking_order_tab=”pac_drh_order_tab_two” pac_drh_add_staking_order_mob=”pac_drh_order_mob_one” global_colors_info=”{}”][et_pb_image src=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9mZWF0dXJlZF9pbWFnZSIsInNldHRpbmdzIjp7fX0=@” align_tablet=”” align_phone=”center” align_last_edited=”on|phone” _builder_version=”4.16″ _dynamic_attributes=”src” _module_preset=”default” position_origin_a_tablet=”bottom_right” position_origin_a_phone=”” position_origin_a_last_edited=”on|tablet” position_origin_f_tablet=”” position_origin_f_phone=”” position_origin_f_last_edited=”on|tablet” position_origin_r_tablet=”” position_origin_r_phone=”” position_origin_r_last_edited=”on|tablet” width_tablet=”100%” width_phone=”” width_last_edited=”on|tablet” max_width_tablet=”300px” max_width_phone=”” max_width_last_edited=”on|tablet” module_alignment=”center” custom_margin_tablet=”||||false|false” custom_margin_phone=”||30px||false|false” custom_margin_last_edited=”on|phone” positioning_tablet=”absolute” positioning_phone=”none” positioning_last_edited=”on|phone” module_alignment_tablet=”left” module_alignment_phone=”center” module_alignment_last_edited=”on|tablet” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” z_index=”1″ locked=”off” global_colors_info=”{}”][et_pb_row column_structure=”2_3,1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”2_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text module_class=”none” _builder_version=”4.27.9″ _module_preset=”fea687a8-ee18-4e3d-8a22-f8632c6d89c1″ global_colors_info=”{}”]

Jeff Johnathan is a seasoned wealth management professional with more than 30 years of experience helping individuals, business owners, and professionals develop strategies to preserve, grow, and manage their wealth.<\/p>\n

He has particular expertise in Individual Pension Plans for incorporated business owners and healthcare professionals, helping clients evaluate retirement planning opportunities within their corporations. Jeff also works with investors seeking to enhance portfolio income through disciplined, covered call strategies, with a focus on balancing income generation, risk management, and long-term investment objectives.<\/p>\n

Jeff\u2019s broad background across investment management, financial planning, and insurance allows him to take a comprehensive view of a client\u2019s financial picture and coordinate strategies across multiple areas of wealth management.<\/p>\n

Jeff is a Certified Financial Planner, a licensed insurance professional, and a Fellow of the Canadian Securities Institute. He graduated from the University of Toronto with a Bachelor\u2019s degree in Commerce, with studies in Economics and Political Science.<\/p>\n

Outside of work, Jeff enjoys maintaining an active lifestyle through hockey, tennis, golf, and fitness. He also values spending time with family and friends.<\/p>[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Email” _builder_version=”4.27.9″ _module_preset=”b18aa299-c1f5-4ae3-b770-57d8a90417d6″ body_text_color=”#000000″ background_color=”#F7F7F7″ text_orientation=”center” custom_margin=”0px||0px||false|false” custom_padding=”15px|30px|15px|30px|false|false” link_option_url=”mailto:Jeff.Johnathan@RosenGroup.ca” hover_enabled=”0″ global_colors_info=”{}” body_text_color__hover=”#666666″ background__hover_enabled=”on|hover” background_color__hover=”#eeeeee” background_enable_color__hover=”on” sticky_enabled=”0″]

Jeff.Johnathan@RosenGroup.ca<\/p>[\/et_pb_blurb][et_pb_blurb title=”Cell Phone” _builder_version=”4.27.9″ _module_preset=”b18aa299-c1f5-4ae3-b770-57d8a90417d6″ body_text_color=”#000000″ background_color=”#F7F7F7″ text_orientation=”center” custom_margin=”8px||0px||false|false” custom_padding=”15px|30px|15px|30px|false|false” link_option_url=”tel:+14167101525″ locked=”off” global_colors_info=”{}” body_text_color__hover=”#666666″ background__hover_enabled=”on|hover” background_color__hover=”#eeeeee” background_enable_color__hover=”on”]

416-710-1525<\/p>[\/et_pb_blurb][et_pb_blurb title=”Oakville” _builder_version=”4.27.9″ _module_preset=”b18aa299-c1f5-4ae3-b770-57d8a90417d6″ body_text_color=”#000000″ background_color=”#F7F7F7″ text_orientation=”center” custom_margin=”8px||8px||false|false” custom_padding=”15px|30px|15px|30px|false|false” link_option_url=”tel:+16473529591″ locked=”off” global_colors_info=”{}” body_text_color__hover=”#666666″ background__hover_enabled=”on|hover” background_color__hover=”#eeeeee” background_enable_color__hover=”on”]

Oakville Office Direct Line<\/h5>\n

647-352-9591<\/p>[\/et_pb_blurb][et_pb_image src=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2026\/10\/jeff-johnathan_qr.jpg” title_text=”jeff-johnathan_qr” _builder_version=”4.27.9″ _module_preset=”6997b598-46f0-49e0-ae8b-f8c3952d4614″ hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][\/et_pb_image][et_pb_text _builder_version=”4.27.9″ _module_preset=”default” header_4_font=”Mulish|300|||||||” header_4_text_color=”#000000″ header_4_letter_spacing=”0px” background_color=”#F7F7F7″ text_orientation=”center” custom_padding=”0px|30px|30px|30px|false|false” global_colors_info=”{}”]

Hold your smartphone over the QR Code to download Jeff’s virtual business card<\/h4>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.10.8″ _module_preset=”default” background_color=”#09131E” background_image=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2022\/03\/cta-footer-background-paralax_2.jpg” parallax=”on” custom_padding=”120px||120px||false|false” global_module=”868″ saved_tabs=”all” global_colors_info=”{}”][et_pb_row make_equal=”on” module_class=”align-center” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][dsm_typing_effect before_typing_effect=”Invest in ” typing_effect=”yourself.|your future.” typing_speed=”50ms” typing_backdelay=”3000ms” typing_cursor=”| ” _builder_version=”4.27.4″ _module_preset=”default” header_level=”h2″ header_text_align=”center” header_text_color=”#FFFFFF” header_font_size=”60px” custom_margin=”||0px||false|false” header_text_align_tablet=”center” header_text_align_phone=”” header_text_align_last_edited=”on|tablet” header_font_size_tablet=”48px” header_font_size_phone=”36px” header_font_size_last_edited=”on|phone” global_colors_info=”{}”][\/dsm_typing_effect][\/et_pb_column][\/et_pb_row][\/et_pb_section]\n","protected":false},"excerpt":{"rendered":"

Portfolio ManagerJeff Johnathan is a seasoned wealth management professional with more than 30 years of experience helping individuals, business owners, and professionals develop strategies to preserve, grow, and manage their wealth. He has particular expertise in Individual Pension Plans for incorporated business owners and healthcare professionals, helping clients evaluate retirement planning opportunities within their corporations. Jeff also works with investors seeking to enhance portfolio income through disciplined, covered call strategies, with a focus on balancing income generation, risk management, and long-term investment objectives. Jeff\u2019s broad background across investment management, financial planning, and insurance allows him to take a comprehensive view of a client\u2019s financial picture and coordinate strategies across multiple areas of wealth management. Jeff is a Certified Financial Planner, a licensed insurance professional, and a Fellow of the Canadian Securities Institute. He graduated from the University of Toronto with a Bachelor\u2019s degree in Commerce, with studies in Economics and Political Science. Outside of work, Jeff enjoys maintaining an active lifestyle through hockey, tennis, golf, and fitness. He also values spending time with family and friends.Jeff.Johnathan@RosenGroup.ca416-710-1525Oakville Office Direct Line 647-352-9591Hold your smartphone over the QR Code to download Jeff’s virtual business card

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”Invest<\/span> ”yourself. your<\/span><\/span><\/span><\/h1>\n\t\t\t\t<\/div>\n\t\t\t<\/div><\/p>","protected":false},"author":4,"featured_media":12998,"parent":289,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":"","_links_to":"","_links_to_target":""},"class_list":["post-12966","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"\nJeff Johnathan | Team | Rosen Group Private Wealth Management<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/rosengroup.ca\/fr\/team\/jeff-johnathan\/\" \/>\n<meta property=\"og:locale\" content=\"fr_CA\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Jeff Johnathan | Team | Rosen Group Private Wealth Management\" \/>\n<meta property=\"og:description\" content=\"Portfolio ManagerJeff Johnathan is a seasoned wealth management professional with more than 30 years of experience helping individuals, business owners, and professionals develop strategies to preserve, grow, and manage their wealth. 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He has particular expertise in Individual Pension Plans for incorporated business owners and healthcare professionals, helping clients evaluate retirement planning opportunities within their corporations. Jeff also works with investors seeking to enhance portfolio income through disciplined, covered call strategies, with a focus on balancing income generation, risk management, and long-term investment objectives. Jeff\u2019s broad background across investment management, financial planning, and insurance allows him to take a comprehensive view of a client\u2019s financial picture and coordinate strategies across multiple areas of wealth management. Jeff is a Certified Financial Planner, a licensed insurance professional, and a Fellow of the Canadian Securities Institute. He graduated from the University of Toronto with a Bachelor\u2019s degree in Commerce, with studies in Economics and Political Science. Outside of work, Jeff enjoys maintaining an active lifestyle through hockey, tennis, golf, and fitness. He also values spending time with family and friends.Jeff.Johnathan@RosenGroup.ca416-710-1525Oakville Office Direct Line 647-352-9591Hold your smartphone over the QR Code to download Jeff's virtual business card","og_url":"https:\/\/rosengroup.ca\/fr\/team\/jeff-johnathan\/","og_site_name":"Rosen Group Private Wealth Management","article_modified_time":"2026-10-08T23:17:19+00:00","og_image":[{"width":1254,"height":1254,"url":"https:\/\/rosengroup.ca\/wp-content\/uploads\/2026\/10\/Jeff-Johnathan-headshot_1_edited_2.png","type":"image\/png"}],"twitter_card":"summary_large_image","twitter_misc":{"Estimation du temps de lecture":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/rosengroup.ca\/team\/jeff-johnathan\/","url":"https:\/\/rosengroup.ca\/team\/jeff-johnathan\/","name":"Jeff Johnathan | Team | Rosen Group Private Wealth Management","isPartOf":{"@id":"https:\/\/rosengroup.ca\/#website"},"primaryImageOfPage":{"@id":"https:\/\/rosengroup.ca\/team\/jeff-johnathan\/#primaryimage"},"image":{"@id":"https:\/\/rosengroup.ca\/team\/jeff-johnathan\/#primaryimage"},"thumbnailUrl":"https:\/\/rosengroup.ca\/wp-content\/uploads\/2026\/10\/Jeff-Johnathan-headshot_1_edited_2.png","datePublished":"2026-10-08T20:13:04+00:00","dateModified":"2026-10-08T23:17:19+00:00","breadcrumb":{"@id":"https:\/\/rosengroup.ca\/team\/jeff-johnathan\/#breadcrumb"},"inLanguage":"fr-CA","potentialAction":[{"@type":"ReadAction","target":["https:\/\/rosengroup.ca\/team\/jeff-johnathan\/"]}]},{"@type":"ImageObject","inLanguage":"fr-CA","@id":"https:\/\/rosengroup.ca\/team\/jeff-johnathan\/#primaryimage","url":"https:\/\/rosengroup.ca\/wp-content\/uploads\/2026\/10\/Jeff-Johnathan-headshot_1_edited_2.png","contentUrl":"https:\/\/rosengroup.ca\/wp-content\/uploads\/2026\/10\/Jeff-Johnathan-headshot_1_edited_2.png","width":1254,"height":1254},{"@type":"BreadcrumbList","@id":"https:\/\/rosengroup.ca\/team\/jeff-johnathan\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/rosengroup.ca\/"},{"@type":"ListItem","position":2,"name":"Team","item":"https:\/\/rosengroup.ca\/team\/"},{"@type":"ListItem","position":3,"name":"Jeff Johnathan*, CIM\u00ae, FMA, FCSI\u00ae, CFP\u00ae"}]},{"@type":"WebSite","@id":"https:\/\/rosengroup.ca\/#website","url":"https:\/\/rosengroup.ca\/","name":"Groupe Rosen Gestion priv\u00e9e de patrimoine Lt\u00e9e","description":"","publisher":{"@id":"https:\/\/rosengroup.ca\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/rosengroup.ca\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"fr-CA"},{"@type":"Organization","@id":"https:\/\/rosengroup.ca\/#organization","name":"Groupe Rosen Gestion priv\u00e9e de patrimoine Lt\u00e9e","url":"https:\/\/rosengroup.ca\/","logo":{"@type":"ImageObject","inLanguage":"fr-CA","@id":"https:\/\/rosengroup.ca\/#\/schema\/logo\/image\/","url":"https:\/\/rosengroup.ca\/wp-content\/uploads\/2022\/02\/Rosen-Group-logo-gold.png","contentUrl":"https:\/\/rosengroup.ca\/wp-content\/uploads\/2022\/02\/Rosen-Group-logo-gold.png","width":2000,"height":295,"caption":"Rosen Group Private Wealth Management"},"image":{"@id":"https:\/\/rosengroup.ca\/#\/schema\/logo\/image\/"}}]}},"_links":{"self":[{"href":"https:\/\/rosengroup.ca\/fr\/wp-json\/wp\/v2\/pages\/12966","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/rosengroup.ca\/fr\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/rosengroup.ca\/fr\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/rosengroup.ca\/fr\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/rosengroup.ca\/fr\/wp-json\/wp\/v2\/comments?post=12966"}],"version-history":[{"count":5,"href":"https:\/\/rosengroup.ca\/fr\/wp-json\/wp\/v2\/pages\/12966\/revisions"}],"predecessor-version":[{"id":13000,"href":"https:\/\/rosengroup.ca\/fr\/wp-json\/wp\/v2\/pages\/12966\/revisions\/13000"}],"up":[{"embeddable":true,"href":"https:\/\/rosengroup.ca\/fr\/wp-json\/wp\/v2\/pages\/289"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/rosengroup.ca\/fr\/wp-json\/wp\/v2\/media\/12998"}],"wp:attachment":[{"href":"https:\/\/rosengroup.ca\/fr\/wp-json\/wp\/v2\/media?parent=12966"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}