Jonathan Derrick, Financial Advisor

FINANCIAL ADVISOR
Jonathan Derrick

CIM®, CEPA®, DFSA™
128 Wellington Street W, Suite 100, Barrie, ON L4N 8J6opens in a new window
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Focus Areas

  • Wealth strategies
  • Retirement income strategies
  • Business owner considerations
  • Wealth protection strategies
  • Estate and legacy strategies

Personal Interests

  • Motorcycles
  • Skiing

Team Members

  • Rachana Persaud
    Sr. Branch Office Administrator
  • Amanda Roy
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(705) 812-1678

Fax

(877) 271-1503

Office Address

128 Wellington Street W
Suite 100
Barrie, ON L4N 8J6opens in a new window

More to explore

My priorities

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Setting your path

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