Jonathan Jackson Email & Phone Number

Hamilton, Ontario, Canada

Hamilton

I help individuals and business owners build and protect their wealth. This is easily achieved through the use of appropriate insurance solutions, comprehensive financial planning and sound investment management.

Ancaster

BNI is a not-for-profit organization, which brings business professionals together each week to help foster growth through referrals. Each professional category within the chapter is exclusive and I view every member as a close friend. The Vice President role is part of the Leadership Team, helping run the chapter and also serve as Chair of the Membership.

- Granted the Financial Management Advisor (FMA) designation in August 2006 and awarded the title of Financial Planner in April 2007- Responsible for leading a financial discovery meeting and preparing a written plan with financial projections while advising on beneficial strategies to enhance personal wealth- Instrumental in consolidating assets from.

- Licenced as a Registered Representative- Responsible for developing relationships with new and existing clients, while generating revenue on assets- Coordinated marketing efforts through direct mail and website- Helped increase Assets Under Management (AUM) to $125 million- Manage my own clients in excess of $2 million AUM- Provide insight and.

- Provide ongoing support to the Investment Advisor, monitoring new issues, execute trades and other tasks as required.- Sole administrater on $90 million of private client and institutional accounts- Organize annual investment seminars for clients.

- Licenced through the Financial Services Commission of Ontario- Provide advice on Segregated Funds, Life Insurance, as well as Living Benefits (Critical Illness, Long-Term Care and Disability Insurance)- Use Insurance Products as a value added service for investment clients who are interested in protecting their assets

- Manage and lead a committee of peers on various club fundraising initiatives- Report directly to the Board of Directors and Club members- Establish and maintain relationships with businesses for the purpose of soliciting corporate sponsorship for events such as Canada's Largest Ribfest and Lobster Fiesta- Manage key partnerships with other Rotary Clubs.

- Responsible for orienting new members to the club- Developed a Mentoring Program, designed to help educate new members and get them involved in the Club- Streamlined the Application process for new members - allowing for better tracking and collection of information- Organized a recruiting drive to increase membership and promote the values of the Club

- Managed the finances of a charitable organization on a weekly basis- Helped create and maintain a budget for various sub-committees within the club- Report to the Club Board of Directors on a monthly basis

The Institute For Advanced Financial Education

Post-Graduate Diploma, Marketing Management

- Deans Honour Role - Courses in Business Management, Marketing, Financial Planning and Investment Management

Ba, Psychology

Courses in Behaviour Modification as well as Developmental, Social and Clinical Psychology

Ba, Philosophy

Activities and Societies: World Affairs Society (Co-President 1998-99) Wilfrid Laurier University Symphony OrchestraCourses in Formal.