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Jonathon Luimes, Financial Advisor

FINANCIAL ADVISOR
Jonathon D Luimes

CFP®, CFA®, CEPA®
340 Midpark Way SE, Suite 205, Calgary, AB T2X 1P1opens in a new window
CallSend Me a Message

Focus Areas

  • Business owner considerations
  • Retirement income strategies
  • Wealth protection strategies
  • Estate and legacy strategies
  • Special needs financial considerations
  • Charitable giving

About Jonathon

I specialize in guiding business owners, professionals, and their families through an established process, creating and securing a lifestyle that aligns with their core values and promotes the stewardship of family wealth.

Business Owners
As a business owner, planning your financial future can be a complex task. With many decisions to make, it can be hard to know if the advice that you are receiving will lead towards your goals. It can be challenging to find a financial advisor who can effectively work with and integrate advice from other professionals, (accountants, lawyers, bankers, and insurance agents), and who understands the unique needs...

Education

  • McMaster UniversityMaster of Business Admin
  • Redeemer University CollegeBachelor of Business Admin

Personal Interests

  • Coaching Sports
  • Mountain Biking
  • Skiing

Team Members

  • Tiffany Fallow
    Client Experience Specialist
  • Hannah Hawkins
    Client Experience Specialist

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(403) 263-2500

Fax

(877) 635-5275

Office Address

340 Midpark Way SE
Suite 205
Calgary, AB T2X 1P1opens 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.

Take the quiz

Setting your path

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

Learn More