Jonathan Khalil
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Jonathan Khalil Email & Phone Number

Planificateur financier, Conseiller en sécurité financière et en assurances and rentes collectives at Représentant autonome
Location: Montreal, Quebec, Canada 9 work roles 5 schools
1 work email found @rbc.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@rbc.com
LinkedIn Profile matched
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Current company
Représentant autonome
Role
Planificateur financier, Conseiller en sécurité financière et en assurances and rentes collectives
Location
Montreal, Quebec, Canada
Company size
512 employees

Who is Jonathan Khalil? Overview

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Quick answer

Jonathan Khalil is listed as Planificateur financier, Conseiller en sécurité financière et en assurances and rentes collectives at Représentant autonome, a company with 512 employees, based in Montreal, Quebec, Canada. AeroLeads shows a work email signal at rbc.com and a matched LinkedIn profile for Jonathan Khalil.

Jonathan Khalil previously worked as Planificateur financier, Conseiller en sécurité financière et en assurances & rentes collectives at Représentant Autonome and Représentant en épargne collective at Investia Financial Services. Jonathan Khalil holds Pl. Fin, Financial Planning And Services from Iqpf.

Company email context

Email format at Représentant autonome

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{first}.{last}@rbc.com
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AeroLeads found 1 current-domain work email signal for Jonathan Khalil. Compare company email patterns before reaching out.

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Profile bio

About Jonathan Khalil

Expert en planification financière intégrée pour propriétaires d’entreprise et particuliers à l’approche de la retraite.Grâce à notre équipe de spécialistes, nous vous offrons un service GLOBAL et des solutions calibrées spécialement pour vous. Nos clients se sentent en confiance par mon approche rigoureuse, transparente et PROACTIVE. Ils savent que nous avons à cœur LEURS intérêts!• Optimisation fiscal (stratégie d’accumulation d’actif, stratégie salaire-dividende, assurances)• Gestion professionnelle d’actifs (fonds communs, FNB, titres individuels)• Planification détaillée de la retraite et du décaissement année par année• Planification successoraleProfitez dès maintenant d'une consultation en me contactantCourriel: Jonathan.khalil@gmail.com******Ensuring your financial well-being while you realize your ultimate dreams.I develop strategies to help you save taxes and build a high net worth. I have the ability to project your financial situation and set a proper course of action to optimize your tax situation while increasing your net worth. Contact me for your free plan.Areas of expertise: - Strategic tax planning for professionals, entrepreneurs, business owners- Investment and portfolio planning- Life insurance - Disability insurance- Critical illness insurance - Group insuranceSeasoned professionals at our fingertipsMy mission is to assist you in realizing your financial goals through a thorough understanding of your immediate and long term financial needs and to develop collaboratively, a plan tailored to you on an ongoing basis.Contact Info: Jonathan.khalil@gmail.com

Listed skills include Management, Investments, Training, Strategic Planning, and 5 others.

Current workplace

Jonathan Khalil's current company

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Représentant autonome
Représentant Autonome
Planificateur financier, Conseiller en sécurité financière et en assurances and rentes collectives
Montreal, QC, CA
Website
investia.ca
Employees
512
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Company profile
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9 roles · 18 years

Jonathan Khalil work experience

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

Planificateur Financier, Conseiller En Sécurité Financière Et En Assurances And Rentes Collectives

Représentant Autonome

Montreal, QC, CA

Planificateur Financier, Conseiller En Sécurité Financière Et En Assurances & Rentes Collectives

Représentant Autonome

Montreal, Quebec, Canada

Rattaché à Groupe BVA Services Financiers / BVA Financial Service Group

Role listed

Ig Gestion De Patrimoine

Montreal, Canada Area

  • Services Financiers Groupe Investors Inc., Cabinet de services financiers

    Expert en planification financière intégrée pour propriétaires d’entreprise et particuliers à l’approche de la retraite.

    Grâce à.
  • Optimisation fiscal (stratégie d’accumulation d’actif, stratégie salaire-dividende, assurances)
  • Gestion professionnel d’actif (fonds communs, FNB, titres individuels)
  • Planification détaillée de la retraite et du décaissement année par année
  • Planification successorale

    *****
    Investors Group Financial Services Inc. - Financial Services Firm

    Financial and tax planning for business owners, entrepreneurs, and professionals: based on net worth.
2019 - 2022 ~2 yrs 9 mos

Role listed

Scotiabank

Fairview Pointe-Claire

As a Scotiabank Investment Specialist, I am committed to helping my clients feel more confident in their financial future.

My clients define investment success – I help them get there with trusted advice and solutions that support their vision. Drawing on my investment expertise and financial planning experience, I build customized financial plans.

2017 - 2019 ~1 yr 5 mos

Role listed

Rbc

6510 Somerled Av, Montreal, QC H4V 1S8

Financial Planners, Investment & Retirement Planning (FPIRP) are an accredited sales force focused on consolidating external investments from new and existing investment clients.. They contribute to meeting regional sales plans by acquiring new investment business and new investment clients through centres of influence, networks and client referrals and.

2015 - 2017 ~2 yrs 3 mos

Role listed

Medfar International

In order to provide clinicians and their staff with an effective way to manage patient demographic and medical data, appointment and billing responsibilities and other clinical duties, MEDFAR International Inc., operating under MEDFAR Clinical Solutions, offers a comprehensive Clinical Management System incorporating, among others, software and hardware.

2011 - 2011 ~8 mos
Team & coworkers

Colleagues at Représentant autonome

Other employees you can reach at investia.ca. View company contacts for 512 employees →

SR Silvia Rockel Silvia Rockel Colleague at Représentant AutonomeWaterloo, Ontario, Canada, Canada View → KL Kevin Leang Kevin Leang Colleague at Représentant AutonomeBrampton, Ontario, Canada, Canada View → KJ Kieran Johnson, Cfp Kieran Johnson, Cfp Colleague at Représentant AutonomeNanaimo, British Columbia, Canada, Canada View → JP Jason Perri Jason Perri Colleague at Représentant AutonomeCambridge, Ontario, Canada, Canada View → SG Simon-Pierre Gingras Simon-Pierre Gingras Colleague at Représentant AutonomeLorraine, Quebec, Canada, Canada View → KA Kossi Awoutey, Kea_Conseils Kossi Awoutey, Kea_Conseils Colleague at Représentant AutonomeBrossard, Quebec, Canada, Canada View → PT Pierre-Ian Tremblay Pierre-Ian Tremblay Colleague at Représentant AutonomeQuébec, Quebec, Canada, Canada View → MB Mylène Bonneau-Riel Mylène Bonneau-Riel Colleague at Représentant AutonomeMontreal, Quebec, Canada, Canada View → EA Eric Auclair Eric Auclair Colleague at Représentant AutonomeGreater Montreal Metropolitan Area, Canada View → DD Dominic Desbiens Dominic Desbiens Colleague at Représentant AutonomeChicoutimi, Quebec, Canada, Canada View →
5 education records

Jonathan Khalil education

Pl. Fin, Financial Planning And Services

Iqpf

Financial Planner, Financial Management Services, Professional Title

Hec Montréal

A financial planner is a personal financial professional, a generalist who analyses the complex and intricate aspects of a client’s.

B.Admin, Business Administration

Concordia University

Activities and Societies: Joined with Student Works Painting groupMinor in Management

Dec, Pure Science

Cégep Gérald-Godin

Applied Science

Des, Pure Science

Collège Beaubois

Studied Applied Science

FAQ

Frequently asked questions about Jonathan Khalil

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

What company does Jonathan Khalil work for?

Jonathan Khalil works for Représentant autonome.

What is Jonathan Khalil's role at Représentant autonome?

Jonathan Khalil is listed as Planificateur financier, Conseiller en sécurité financière et en assurances and rentes collectives at Représentant autonome.

What is Jonathan Khalil's email address?

AeroLeads has found 1 work email signal at @rbc.com for Jonathan Khalil at Représentant autonome.

Where is Jonathan Khalil based?

Jonathan Khalil is based in Montreal, Quebec, Canada while working with Représentant autonome.

What companies has Jonathan Khalil worked for?

Jonathan Khalil has worked for Représentant Autonome, Investia Financial Services, Ig Gestion De Patrimoine, Scotiabank, and Rbc.

Who are Jonathan Khalil's colleagues at Représentant autonome?

Jonathan Khalil's colleagues at Représentant autonome include Silvia Rockel, Kevin Leang, Kieran Johnson, Cfp, Jason Perri, and Simon-Pierre Gingras.

How can I contact Jonathan Khalil?

You can use AeroLeads to view verified contact signals for Jonathan Khalil at Représentant autonome, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Khalil attend?

Jonathan Khalil holds Pl. Fin, Financial Planning And Services from Iqpf.

What skills is Jonathan Khalil known for?

Jonathan Khalil is listed with skills including Management, Investments, Training, Strategic Planning, Finance, Banking, Risk Management, and Financial Planning.

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