Jonathan has worked in the financial industry for over 11 years including time working as a manager with both Investors Group and Sun Life. My experiences with these larger companies have provided me with the foundation I needed to truly be an asset to my clients. I have been a part of Leipert Financial for two years and truly appreciate and support our client first approach. I have knowledge and experience with both insurance and investments and enjoy working with clients in these areas and creating a plan that works for them.
Education, experience and skills
- Bachelor of Administration Degree, major in Finance and Marketing
- Certified Financial Planner (CFP) designation
- Registered Retirement Consultant (RRC) designation