Jonah Kagan

Jonah Kagan Email and Phone Number

Financial knowledge and transparency to take control, grow and protect your wealth @ Creative Planning Financial Group
toronto, ontario, canada
Jonah Kagan's Location
Toronto, Ontario, Canada, Canada
Jonah Kagan's Contact Details

Jonah Kagan work email

Jonah Kagan personal email

About Jonah Kagan

Jonah Kagan is a Financial knowledge and transparency to take control, grow and protect your wealth at Creative Planning Financial Group. He possess expertise in portfolio management, management, investments, retail, finance and 22 more skills.

Jonah Kagan's Current Company Details
Creative Planning Financial Group

Creative Planning Financial Group

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Financial knowledge and transparency to take control, grow and protect your wealth
toronto, ontario, canada
Website:
cpfg.com
Employees:
27
Jonah Kagan Work Experience Details
  • Creative Planning Financial Group
    Financial Advisor
    Creative Planning Financial Group Sep 2021 - Present
    Toronto, Ontario, Canada
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  • Aligned Capital Partners Inc.
    Wealth Advisor & Portfolio Manager
    Aligned Capital Partners Inc. Jan 2014 - Present
    Toronto, Ontario, Canada
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  • Bearing Capital Partners Inc.
    Group Benefits Advisor
    Bearing Capital Partners Inc. Jan 2014 - Jun 2022
    Mississauga, Ontario, Canada
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  • Bearing Capital Partners Inc.
    Financial Planning And Wealth Advisor
    Bearing Capital Partners Inc. Jan 2014 - Nov 2021
    Mississauga, Ontario
    At Bearing Capital, our customers have grown to count on us as a group of seasoned professionals from four distinct disciplines that come together to serve you as a unified and cohesive group.With a full range of professional advisory services, our core areas of expertise include strategic planning for corporations and individuals, wealth accumulation and management, and group or individual insurance. Our customers like us because, under one roof, we render very complex problems into terms that people can understand. We develop customized solutions with a view to getting the most from your assets and enhancing your life over the long term.
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  • Bmo Nesbitt Burns
    Wealth Advisor
    Bmo Nesbitt Burns Apr 2012 - Dec 2013
    Toronto, Ontario
    Canadian Income/Cash Flow Strategies; Professional Portfolio Management; Financial, Estate & Tax Planning; Retirement & Estate Accounts; Insurance & Annuities
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  • Canadian Tire Corporation
    Category Business Manager
    Canadian Tire Corporation Dec 2008 - Mar 2012
    Category Business Manager, Manual Lawn & Garden Tools, Watering and Winter Snow Shovels and MeltOperating a business and managing a portfolio with P&L accountability
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  • Canadian Tire Corporation
    Category Marketing Consultant
    Canadian Tire Corporation Sep 2006 - Nov 2008
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  • Canadian Tire Corporation
    Business Analyst
    Canadian Tire Corporation May 2004 - Aug 2005
  • Canadian Tire Corporation
    Operations Analyst
    Canadian Tire Corporation Sep 2002 - Apr 2004

Jonah Kagan Skills

Portfolio Management Management Investments Retail Finance Strategy Merchandising Marketing Forecasting Strategic Planning Financial Planners Financial Analysis Pricing Inventory Management Marketing Strategy Insurance Accounting Financial Modeling Competitive Analysis Product Development Business Strategy Cross Functional Team Leadership Brand Management Cash Flow Investment Advisory Financial Planning Consumer Products

Jonah Kagan Education Details

Frequently Asked Questions about Jonah Kagan

What company does Jonah Kagan work for?

Jonah Kagan works for Creative Planning Financial Group

What is Jonah Kagan's role at the current company?

Jonah Kagan's current role is Financial knowledge and transparency to take control, grow and protect your wealth.

What is Jonah Kagan's email address?

Jonah Kagan's email address is jo****@****ail.com

What schools did Jonah Kagan attend?

Jonah Kagan attended York University - Schulich School Of Business, Ivey Business School At Western University, Huron University.

What skills is Jonah Kagan known for?

Jonah Kagan has skills like Portfolio Management, Management, Investments, Retail, Finance, Strategy, Merchandising, Marketing, Forecasting, Strategic Planning, Financial Planners, Financial Analysis.

Who are Jonah Kagan's colleagues?

Jonah Kagan's colleagues are Stephanie Raimundo, Fouzan Naseem, Sumit Sedha, Mba, Joan Morrow, Niveditta Lukose, Ashley Robinson, Andrew Prenick,b Comm,cfp.

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