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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
CallSend Me a Message

Focus Areas

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

About Jonathan

As a limited partner and financial advisor with Edward Jones I focus on providing customized wealth strategies to high-net-worth investors.

I work in collaboration with my clients and trusted legal and accounting professionals to ensure an entire team is working in unison to support my clients in achieving their goals.

Clients can expect transparent fee structures, strong governance and personalized advice specializing in:

• Goals-based planning
• Retirement and estate planning
• Tax-efficient wealth transfer strategies

My Branch Office Administrator, Rachana Gautam and I, strive to deliver an exceptional client experience. We utilize an established process that includes rigorous client discovery, resulting in a...

Work History

  • Edward JonesAugust 2018 to Current

Education

  • Dalhousie UniversityMBA (Masters of Bus Admin)
  • University of Western OntarioBachelor of Arts

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

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

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

Learn More