Jon is a Senior Investment Advisor with endless patience and a friendly nature.
Working in the financial industry since 2004, Jon was a student athlete while completing his degree at Queen's University.
Jon is a second generation Investment Advisor. He started accompanying his father to the office as a young boy.
Investing can often seem intimidating and confusing - it doesn't have to be. Jon has the heart of a teacher and enjoys working with clients of any age or phase of life.
He assists his clients in navigating global market conditions while achieving their investment objectives, without compromising their risk tolerance.
Jon has strong investment product knowledge, specializing in building tax-efficient global income & growth portfolios with risk-adjusted returns.
Jon, his wife Stephanie and sons believe in philanthropy. Jon is a little league baseball coach and long-time Co-Chair of Martini Madness, an annual Crohn's & Colitis Canada fundraiser.
The Beckman Family advocates for Food Allergy Canada
Working in the financial industry since 2004, Jon was a student athlete while completing his degree at Queen's University.
Jon is a second generation Investment Advisor. He started accompanying his father to the office as a young boy.
Investing can often seem intimidating and confusing - it doesn't have to be. Jon has the heart of a teacher and enjoys working with clients of any age or phase of life.
He assists his clients in navigating global market conditions while achieving their investment objectives, without compromising their risk tolerance.
Jon has strong investment product knowledge, specializing in building tax-efficient global income & growth portfolios with risk-adjusted returns.
Jon, his wife Stephanie and sons believe in philanthropy. Jon is a little league baseball coach and long-time Co-Chair of Martini Madness, an annual Crohn's & Colitis Canada fundraiser.
The Beckman Family advocates for Food Allergy Canada
Garry is an Investment Advisor & Fellow of the Canadian Securities Institute. An investor since 1970, he has a long-standing interest in educating investors by growing their wealth & attaining financial independence.
Garry enjoys public speaking & has written numerous investment columns.
As a seasoned investment advisor since 1987 and witness to various historic market cycles, Garry is a wealth of information; particularly pertaining to equities & tax-efficient income portfolios.
Garry enjoys public speaking & has written numerous investment columns.
As a seasoned investment advisor since 1987 and witness to various historic market cycles, Garry is a wealth of information; particularly pertaining to equities & tax-efficient income portfolios.
Carrie Beckman
Assistant Investment Representative-Manulife Wealth Inc.
Carrie has a wealth of knowledge & has enjoyed working with our clientele for over twenty years. She is a licensed assistant, bilingual & a graduate of the University of Western Ontario. Carrie is particularly helpful during tax season & navigating estate matters.
Carrie has a wealth of knowledge & has enjoyed working with our clientele for over twenty years. She is a licensed assistant, bilingual & a graduate of the University of Western Ontario. Carrie is particularly helpful during tax season & navigating estate matters.