Jonathan Schultz Email & Phone Number

I was born and raised in Peterborough, Ontario, and proudly call it home.   Over my life, I have developed a genuine love for the city and a desire to contribute to the success of our residents.  As the son of a former Wealth Advisor of over 25 years, I gained a window into the finance industry from a very young age.   I have now spent nearly half a decade with Scotiabank.  This experience includes three years working on the retail side of the bank before joining Scotia Wealth Management in 2022.I am passionate about building relationships and value a collaborative approach when working with clients.  I keep honesty and trust as guiding principles, and work with clients to achieve their objectives. I make financial planning a core part of my offering and believe that strategies should be holistic, not just focused on one aspect of an individual’s situation.I believe in a disciplined approach to investment management focused on long-term returns while reducing unnecessary risk.  I enjoy helping to simplify complex concepts so clients can better understand the many options they have to pursue their financial and life goals.I hold an Honours Bachelor of Business Administration from Trent University and am licensed as a Registered Representative through CIRO.705.876.3705jonathan.schultz@scotiawealth.com