Jonathon Michel

Jonathon Michel

Accountant Trainee

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  • 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