After Joining Dennis Hunt & Associates in 2018 Jonathan has spent a lot of time strengthening his knowledge and working alongside the team to help families achieve their financial goals. From a young age Jonathan had always been interested in the financial industry growing up with his father Dennis teaching the importance of proper money management. Dennis’s motto “Pay yourself first” and seeing the powers of money management intrigued him and lead him to fall in love with the financial industry.
Jonathan works closely with both the older and younger generations within the business. His age is advantageous to the team in adapting modern technology into the practice. He specializes in working with the younger generation and teaching them the importance of proper investment and cash flow along with debt management. Jonathan has a passion for helping clients achieve their goals through holistic financial planning and showing them the power of investment planning.
Jonathan currently holds his mutual fund and insurance license, he also has completed his Canadian Securities Course (CSC). Jonathan is currently working towards completing his Certified Financial Planner (CFP) designation and is a member of Advocis (The Financial Advisors Association of Canada)