Talk to sales Try for Free
Jonathon Michel

Jonathon Michel

Accountant Trainee

Followers of Jonathon Michel486 followers
location of Jonathon MichelCanada

Connect with Jonathon Michel to Send Message

Connect

Connect with Jonathon Michel to Send Message

Connect

  • Timeline

  • About me

    Fundamental Wealth of Harbourfront Wealth Management

  • Education

    • SIAST

      2009 - 2011
      Business Accountancy

  • Experience

    • Pineland Co-operative Ltd.

      May 2010 - Aug 2012
      Accountant Trainee

    • Southern Plains Co-operative Ltd.

      Sept 2012 - Oct 2013
      Accountant

    • IG Wealth Management

      Oct 2013 - Jan 2025

      As a Financial Advisor, I help clients get more out of their money, so they can get more out of life. I do this by providing financial guidance in six key areas; Investment, Retirement, Mortgage, Estate, Tax and Insurance Planning.

      • Senior Financial Consultant - Nieth & Associates Private Wealth Management

        Oct 2019 - Jan 2025

      • Financial Consultant

        Oct 2013 - Oct 2019

    • Harbourfront Wealth Management

      Jan 2025 - now
      Investment Advisor

  • Licenses & Certifications

    • Chartered Life Underwriter (CLU®) Designation

      Advocis
      May 2019

    • Advanced Investment Strategies

      Canadian Securities Institute
      Aug 2025

    • Canadian Securities Course

      Canadian Securities Institute (CSI)
      Dec 2017

    • Certified Financial Planner (CFP®) Designation

      Financial Planning Standards Council (FPSC)
      Oct 2016