Jon joined the firm in May 2019 to work side-by-side with Brian Laundry as an associate insurance consultant. After years of working as a dually licensed (investment and insurance) advisor, Jon transitioned to an insurance-only advisor in 2014.
Jon's primary goal is to provided the same planning-based experience delivered by Brian Laundry to the Canadian family market.
Jon's experience as an independent insurance advisor who works directly with clients is a valued addition to the organization.
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