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Jon Johannesson, Financial Advisor

FINANCIAL ADVISOR
Jon Johannesson

CFP®, CEPA®
220 Edward Street, Unit #1, Thunder Bay, ON P7E 2G8opens in a new window
CallSend Me a Message

Focus Areas

  • Estate and legacy strategies
  • Retirement income strategies
  • Intergenerational planning
  • Retirement savings strategies

About Jon

What I love most about my role as a financial advisor is that each client has a different set of needs which allows me to personalize my services in order to help meet their desired outcomes. Regardless of the type of requirements expressed, whether it be rising income for retirement, risk assessment, pension, tax or estate considerations, each situation is unique and allows me to apply a sound process whereby I guide and support the client in making consistently wise financial decisions. It is amazingly satisfying to assist clients and their families in shaping their sustainable financial futures.

Like many...

Work History

  • Edward JonesJuly 2017 to Current

Personal Interests

  • Golfing
  • Traveling
  • Hockey
  • Hiking

Team Members

  • Nicole Hammerstedt
    Registered Branch Associate

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Phone

(807) 623-8338

Fax

(866) 550-3727

Office Address

220 Edward Street, Unit #1
Thunder Bay, ON P7E 2G8opens in a new window

More to explore

My priorities

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Setting your path

We use an established process to help you reach your goals.

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