Jonathan Green

President and Chief Executive Officer (CEO)

Tel : (514) 731-1010 x 101
Fax : (514) 731-2392
Toll Free : 1-800-249-8386
Email :

Client Services and Administration:

Degrees & Designations

  • B.B.A. – Bachelor in Business Administration
  • C.F.P. – Certified Financial Planner
  • C.L.U.- Chartered Life Underwriter
  • Ch.F.C.- Chartered Financial Consultant
  • Commissioner of Oaths

Personal Philosophy

  • Give value first
  • Help other people
  • Strive to be the best at what I do
  • Establish long-term relationships with everyone
  • Have fun

Jonathan has been providing professional financial advice since 1976 and is a member in good standing of the following professional and industry organizations.

Professional Organizations

  • Canadian Institute of Chartered Life Underwriters and Chartered Financial Consultants
  • C.A.L.U. – Conference for Advanced Life Underwriting
  • Advocis – Financial Advisors Association of Canada
  • Financial Planners Standards Council (FPSC)
  • A.M.F. – Autorité des Marchés Financiers
  • Chambre de la Sécurité Financière
  • Financial Services Commission of Ontario
  • The Insurance Council of British Columbia
  • State of Delaware Insurance Department
  • PPI Advisory
  • PPI Solutions
  • Life and qualifying member of the Million Dollar Round Table
  • Court of the Table
  • Top of the Table
  • National Quality Award

Community Involvement (Current and past)

  • Professional Advisory Committee of Federation C.J.A.
  • Board of Directors Maimonides Geriatric Centre Foundation
  • Governor Maimonides Geriatric Centre Foundation
  • Chairman, Maimonides Geriatric Centre Foundation Golf Tournament
  • Chairman, Maimonides Geriatric Centre Foundation Legacy Project.
  • Board of Directors Westmount Square
  • Pro-Montreal Entrepreneurs (P.M.E.) Mentoring Committee
  • Board of Directors Elan and Financial Services Division Federation C.J.A.
  • Executive Committee Elan and Financial Services Division Federation C.J.A.
  • Board of Directors Hebrew Foundation School
  • Trustee Hebrew Foundation School
  • Chairman Hebrew Foundation Gala Ad Book