Jonathan Green

Experience

Jonathan Green has been providing professional financial advice since 1976. He guides highly successful business owners, professionals, and their families on a variety of matters dealing with wealth transition and business succession. He understands the importance of aligning estate planning, shareholder agreements, wills and life insurance so that all personal and business objectives are integrated.

Jonathan is highly accomplished in his field and holds professional designations as a Chartered Life Underwriter (CLU), Certified Financial Planner (CFP), and Chartered Financial Consultant (Ch.FC).

Jonathan’s personal philosophy is centered on giving value to his clients, helping them achieve their goals, striving to be the best at what he does, establishing long-term relationships and of course, having fun! Jonathan is married to Cindy, they have two wonderful children, Dana and Adam and particularly enjoy outings with their grandchildren. For Jonathan, it is all about family! He also enjoys skiing and golfing with friends both in Montreal and their home in Florida.

Degrees and Designation
  • 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
Professional Organizations
  • Canadian Institute of Chartered Life Underwriters (CLU)
  • Canadian Institute of Chartered Financial Consultants (Ch.F.C.)
  • 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
  • Alberta Insurance Council
  • 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
  • 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