Jonathan is among Montreal's most dynamic Investment Advisors. Founded by Jonathan, The Simeone Group of Assante Capital Management Ltd. has been servicing clients in Quebec and Ontario for over a decade. Previous to Assante, he has worked as an analyst in business valuation for Deloitte Canada, and worked as a day trader negotiating future contracts of the S&P/TSX and Canadian Bond Index.

He has an extensive knowledge of the global financial market mechanics and deep understanding of estate planning and tax efficient strategies. Jonathan and his team work with professionals, business owners and retirees alike to help them save taxes and transfer assets to the next generation. Jonathan has completed his Canadian Securities Course and Wealth Planning Course, and has his Chartered Investment Manager (CIM) designations. He is actively involved in the Canadian Breast Cancer Foundation. 

Jonathan is securities licensed and well positioned to recommend  independent mutual funds and individual securities such as stocks, bonds and ETFs.