Jonathan Warner, MA, CIM, PFP
Jonathan Warner is a Financial Planner and Financial Advisor with Assante Capital Management Ltd.
Jonathan joined Assante 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) designation and strongly believes in the benefits of using a comprehensive planning process when addressing the different financial needs of his clients. Jonathan has also completed advanced training in Estate and Trust Planning, Retirement Income Planning and Business Succession Planning and is in the process of completing a number of different Canadian and internationally recognized wealth management designations.
As a licensed investment advisor who holds the Chartered Investment Manager (CIM) designation, Jonathan is also well positioned to provide his clients with advice and strategies regarding their investment portfolios. Additionally, as a licensed insurance advisor in Jonathan is ready to provide comprehensive critical, disability and life insurance services to clients to support their personal and professional needs*.
Jonathan is passionate about international travel and has had the opportunity to work and study overseas on numerous occasions. Prior to graduate school at UBC, Jonathan studied at the University of Tampere in Finland and also taught English in Kaohsiung, a city in Southern Taiwan. Jonathan is always looking forward to his next adventure and is currently trying to decide between a trip to the historic cities of colonial Mexico or visiting Sicily and Southern Italy.
*Insurance products and services are provided through Assante Estate and Insurance Services Inc. (AEIS)
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