Jeff Johnathan*, CIM®, FMA, FCSI®, CFP®

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.

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’s broad background across investment management, financial planning, and insurance allows him to take a comprehensive view of a client’s 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’s 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.