Jonathan Warner, MA, CIM®, PFP®, QAFP™
Jonathan Warner is a financial planner and investment advisor with Assante Capital Management Ltd. Jonathan joined Assante Capital Management Ltd. in February 2017. Prior to joining Assante, Jonathan worked in a business development role at a brokerage and as a banker with the Royal Bank of Canada.
Jonathan is a graduate of the University of Victoria and the University of British Columbia and holds a Bachelor of Arts in History and Political Science and a Master of Arts in European Studies.
Jonathan holds the Personal Financial Planner® (PFP) and Qualified Associate Financial Planner™ (QAFP) financial planning designations and strongly believes in the benefits of using a comprehensive planning process when addressing the financial needs of clients. Jonathan has completed advanced training in Estate and Trust Planning, Retirement Income Planning and Business Succession Planning and is in the process of completing additional Canadian and internationally recognized wealth management designations.
Jonathan holds the Chartered Investment Manager® (CIM) designation and is well positioned to provide clients with strategies and advice regarding their investment portfolios.
Jonathan is a licensed insurance advisor through Assante Estate and Insurance Services Inc. and is ready to provide comprehensive critical, disability and life insurance services to clients to support their personal and professional risk management needs.
Jonathan is passionate about international travel and has had the opportunity to work and study overseas on numerous occasions. He has lived in Uppsala and Stockholm Sweden as a high school student and prior to attending graduate school at UBC, Jonathan studied at the University of Tampere in Finland, worked in Ottawa as a researcher for a member of parliament on international trade issues and taught English in Kaohsiung, a city in Southern Taiwan.