Jon is a Senior Investment Advisor with endless patience and a friendly nature. Jon has worked in the financial industry since 2004 and was a student athlete while completing his degree at Queen's University. He's followed his father, a fellow Investment Advisor, to the office since he was a young boy.
Jon has strong investment product knowledge. Investing can often seem intimidating and confusing - it doesn't have to be. He assists his clients in navigating global market conditions while achieving their investment objectives, without compromising their risk tolerance.
Jon has the heart of a teacher and enjoys working with clients of any age or phase of life. He specializes in building global income & growth portfolios with risk-adjusted returns.
Jon lives in the Glebe with his wife Stephanie and two sons. Philanthropy is important to the Beckman family, Jon is co-chair of Martini Madness, an annual Crohn's & Colitis Canada fundraiser and is a supporter/advocate of Food Allergy Canada. Jon is also a volunteer for OCMHA (Ottawa Carleton Minor Hockey Association).
Jon has strong investment product knowledge. Investing can often seem intimidating and confusing - it doesn't have to be. He assists his clients in navigating global market conditions while achieving their investment objectives, without compromising their risk tolerance.
Jon has the heart of a teacher and enjoys working with clients of any age or phase of life. He specializes in building global income & growth portfolios with risk-adjusted returns.
Jon lives in the Glebe with his wife Stephanie and two sons. Philanthropy is important to the Beckman family, Jon is co-chair of Martini Madness, an annual Crohn's & Colitis Canada fundraiser and is a supporter/advocate of Food Allergy Canada. Jon is also a volunteer for OCMHA (Ottawa Carleton Minor Hockey Association).
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 Securities Incorporated
Carrie has a wealth of knowledge & has enjoyed working with our clientele for over twenty years. She is a licenced 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 licenced assistant, bilingual & a graduate of the University of Western Ontario. Carrie is particularly helpful during tax season & navigating estate matters.