• 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

• 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.

• 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

• 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