Consultant - Wealth Management - Taxation
Current
Wealth Defined
Mar 2022 - Present
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Jonathan M. Email & Phone Number
Financial Planner, Investment Advisor, Tax Specialist
at
Wealth Defined
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Wealth Defined
Role
Financial Planner, Investment Advisor, Tax Specialist
Location
Canada
Who is Jonathan M.? Overview
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Quick answer
Jonathan M. is listed as Financial Planner, Investment Advisor, Tax Specialist at Wealth Defined, based in Canada. AeroLeads shows a matched LinkedIn profile for Jonathan M..
Jonathan M. previously worked as Consultant - Wealth management - Taxation at Wealth Defined and Financial Planner at Letko Brosseau. Jonathan M. holds Master Of Tax Law - M.Fisc from Université De Sherbrooke.
Profile bio
About Jonathan M.
Jonathan M. is a Financial Planner, Investment Advisor, Tax Specialist at Wealth Defined. They is proficient in German.
Current workplace
Jonathan M.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Wealth Defined
9 roles · 15 years
Jonathan M. work experience
A career timeline built from the work history available for this profile.
Financial Planner
Jun 2022 - Mar 2024
Crossborder Financial Planner & Financial Analyst
2021 - Jun 2022
Regional Investment Funds Specialist
Nov 2018 - Jun 2021
Finance Advisory - Commodity And Derivative Valuation
Jul 2018 - Oct 2018
Senior Investment Specialist
Nov 2017 - Jul 2018
Investment Specialist
Mar 2017 - Nov 2017
Intervention Officer
2012 - Mar 2015
Teaching Assistant
Jan 2014 - Dec 2014
4 education records
Jonathan M. education
Master Of Tax Law - M.Fisc
Certificate In Financial Planning, Banking, Corporate, Finance, And Securities Law
Bachelor Of Commerce (B.Com.), Finance
Social Sciences
FAQ
Frequently asked questions about Jonathan M.
Quick answers generated from the profile data available on this page.
What company does Jonathan M. work for?
Jonathan M. works for Wealth Defined.
What is Jonathan M.'s role at Wealth Defined?
Jonathan M. is listed as Financial Planner, Investment Advisor, Tax Specialist at Wealth Defined.
Where is Jonathan M. based?
Jonathan M. is based in Canada while working with Wealth Defined.
What companies has Jonathan M. worked for?
Jonathan M. has worked for Wealth Defined, Letko Brosseau, Mca Cross Border Advisors Inc., Bmo Financial Group, and Kpmg Deutschland.
How can I contact Jonathan M.?
You can use AeroLeads to view verified contact signals for Jonathan M. at Wealth Defined, including work email, phone, and LinkedIn data when available.
What schools did Jonathan M. attend?
Jonathan M. holds Master Of Tax Law - M.Fisc from Université De Sherbrooke.
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