Jon has built his 20+ year career in the investment industry focused on business development and consulting, working with financial advisors and high net worth clients. He has represented large, established global investment management firms from USA and UK, as well as smaller, boutique asset management companies from Canada. Jon’s focus on client relationship management has helped him raise over $1 billion in investments during his industry tenure. Jon started in banking before becoming a financial advisor to physicians and their families in the early part of his career.
As Senior Account Executive at Western Wealth Capital (WWC), Jon is a primary point of contact for WWC individual clients, facilitating communication between investors and key WWC stakeholders. Additionally, his responsibilities include wholesale duties for WWC distributors, such as dealing representatives and exempt market dealers. Jon is a Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) with vast knowledge in the areas of investments, risk management and personal finance, and is committed to service excellence.
