Jonah Kagan
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Jonah Kagan Email & Phone Number

Financial Advisor at Creative Planning Financial Group
Location: Toronto, Ontario, Canada 9 work roles 3 schools
1 work email found @bearingcapital.ca LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@bearingcapital.ca
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Current company
Creative Planning Financial Group
Role
Financial Advisor
Location
Toronto, Ontario, Canada
Company size
27 employees

Who is Jonah Kagan? Overview

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Quick answer

Jonah Kagan is listed as Financial Advisor at Creative Planning Financial Group, a with 27 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at bearingcapital.ca and a matched LinkedIn profile for Jonah Kagan.

Jonah Kagan previously worked as Wealth Advisor & Portfolio Manager at Aligned Capital Partners Inc. and Group Benefits Advisor at Bearing Capital Partners Inc.. Jonah Kagan holds Mba from York University - Schulich School Of Business.

Company email context

Email format at Creative Planning Financial Group

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{first_initial}{last}@bearingcapital.ca
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AeroLeads found 1 current-domain work email signal for Jonah Kagan. Compare company email patterns before reaching out.

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Profile bio

About Jonah Kagan

Jonah Kagan is a Financial Advisor at Creative Planning Financial Group. He possess expertise in portfolio management, management, investments, retail, finance and 22 more skills.

Listed skills include Portfolio Management, Management, Investments, Retail, and 23 others.

Current workplace

Jonah Kagan's current company

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Creative Planning Financial Group
Creative Planning Financial Group
Financial Advisor
toronto, ontario, canada
Website
cpfg.com
Employees
27
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Company profile
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9 roles

Jonah Kagan work experience

A career timeline built from the work history available for this profile.

Financial Planning And Wealth Advisor

Bearing Capital Partners Inc.

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.

Jan 2014 - Nov 2021

Wealth Advisor

Bmo Nesbitt Burns

Toronto, Ontario

Canadian Income/Cash Flow Strategies; Professional Portfolio Management; Financial, Estate & Tax Planning; Retirement & Estate Accounts; Insurance & Annuities

Apr 2012 - Dec 2013

Category Business Manager

Canadian Tire Corporation

Category Business Manager, Manual Lawn & Garden Tools, Watering and Winter Snow Shovels and MeltOperating a business and managing a portfolio with P&L accountability

Dec 2008 - Mar 2012

Business Analyst

Canadian Tire Corporation
May 2004 - Aug 2005

Operations Analyst

Canadian Tire Corporation
Sep 2002 - Apr 2004
Team & coworkers

Colleagues at Creative Planning Financial Group

Other employees you can reach at cpfg.com. View company contacts for 27 employees →

AR Ashley Robinson Ashley Robinson Colleague at Creative Planning Financial GroupToronto, Ontario, Canada View → SY Steve Yermus Steve Yermus Colleague at Creative Planning Financial GroupToronto, Ontario, Canada View → FN Fouzan Naseem Fouzan Naseem Colleague at Creative Planning Financial GroupToronto, Ontario, Canada View → CK Chasin Kalish Chasin Kalish Colleague at Creative Planning Financial GroupToronto, Ontario, Canada View → DC David Chasson David Chasson Colleague at Creative Planning Financial GroupToronto, Ontario, Canada View → KS Kyle Szames, Clu Kyle Szames, Clu Colleague at Creative Planning Financial GroupToronto, Ontario, Canada View → SR Stephanie Raimundo Stephanie Raimundo Colleague at Creative Planning Financial GroupToronto, Ontario, Canada View → NL Niveditta Lukose Niveditta Lukose Colleague at Creative Planning Financial GroupToronto, Ontario, Canada View → CH Corey Hacker Corey Hacker Colleague at Creative Planning Financial GroupToronto, Ontario, Canada View → SS Sumit Sedha, Mba Sumit Sedha, Mba Colleague at Creative Planning Financial GroupToronto, Ontario, Canada View →
3 education records

Jonah Kagan education

FAQ

Frequently asked questions about Jonah Kagan

Quick answers generated from the profile data available on this page.

What company does Jonah Kagan work for?

Jonah Kagan works for Creative Planning Financial Group.

What is Jonah Kagan's role at Creative Planning Financial Group?

Jonah Kagan is listed as Financial Advisor at Creative Planning Financial Group.

What is Jonah Kagan's email address?

AeroLeads has found 1 work email signal at @bearingcapital.ca for Jonah Kagan at Creative Planning Financial Group.

Where is Jonah Kagan based?

Jonah Kagan is based in Toronto, Ontario, Canada while working with Creative Planning Financial Group.

What companies has Jonah Kagan worked for?

Jonah Kagan has worked for Creative Planning Financial Group, Aligned Capital Partners Inc., Bearing Capital Partners Inc., Bmo Nesbitt Burns, and Canadian Tire Corporation.

Who are Jonah Kagan's colleagues at Creative Planning Financial Group?

Jonah Kagan's colleagues at Creative Planning Financial Group include Ashley Robinson, Steve Yermus, Fouzan Naseem, Chasin Kalish, and David Chasson.

How can I contact Jonah Kagan?

You can use AeroLeads to view verified contact signals for Jonah Kagan at Creative Planning Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Jonah Kagan attend?

Jonah Kagan holds Mba from York University - Schulich School Of Business.

What skills is Jonah Kagan known for?

Jonah Kagan is listed with skills including Portfolio Management, Management, Investments, Retail, Finance, Strategy, Merchandising, and Marketing.

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