CPA, CA, MBA, CFP, CLU
Senior Financial Planner,
Page and Associates Ltd.
Worldsource Financial Management Inc.
Jonathan joined Page and Associates in 1997 from a Canadian publicly listed company where he was Vice President of Finance. Prior to this he had his own financial planning practice. As a senior advisor, Jonathan specializes in estate planning, retirement planning, tax planning, and executive compensation with a particular emphasis in reducing the heavy burden of taxation faced by his client.
A resident of St. David’s, Jonathan received his B. Sc (Hon. Geology) from Queen’s University. He went on to achieve his M.B.A.at the University of Western Ontario. He then spent several years in public practice with an accounting firm, receiving his Chartered Accountant designation in 1980. In 1998 Jonathan became a Certified Financial Planner (CFP) and in 2005 he received his Chartered Life Underwriter (CLU) designation. In 2012, Jonathan received his Chartered Professional Accountant (CPA) designation. He has passed the Canadian Securities Course, the Investment Funds Course, the Branch Manager’s Course, and the Officer’s, Partner’s and Director’s Course.
In both 2000 and 2005, Jonathan was selected as a finalist for Advisor of the Year by Advisor’s Edge magazine.
He enjoys playing tennis and is also an aspiring golfer
Telephone: 905-884-5563 Ext. 247
Toll Free: 1-800-837-0134
Email: [email protected]
Worldsource Phone: 905-508-8220 Ext. 247
Worldsource Fax: 905-737-4005