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Jonathan Verity, MBA, CIM®, FCSI®

Associate Advisor

Jonathan joined our team in 2022. He supports our commitment to provide clients with an exceptional experience that builds financial prosperity and peace of mind. His extensive background, diligent nature, and enthusiasm for thoughtful financial advice assists us in making a meaningful impact on the lives of our clients. Jonathan’s high standards of professionalism and genuine care for our clients and their financial freedom are evident in everything he does.
Jonathan graduated from Bishop’s University in 2007 with a Bachelor of Business Administration and earned his Master of Business Administration degree from the Ted Rogers School of Management at Ryerson University in 2022. He has over a decade of experience in the financial services industry, most recently at Fidelity Investments where he worked with financial advisors in a consultative role.
Jonathan is a Chartered Investment Manager (CIM) and a Fellow of the Canadian Securities Institute (FCSI).