Jon is well versed in independent investment management having previously represented Duncan Ross Associates as President, overseeing all aspects of the operations from compliance and administration to client services and portfolio management.
Jon completed his Bachelor of Commerce Degree at the University of British Columbia and holds the Chartered Investment Manager (CIM®) and Chartered Accountant Designations.
Jon is an avid mountain and road biker and is a member of the Capilano Golf Club. He is married and has three adult children all living in the Vancouver area.