I specialize in guiding professionals, business owners and retirees through our established 5-Step Process, creating and securing a lifestyle that aligns with their core values and promotes the stewardship of family wealth.
Drawing on over a decade of experience in the financial services industry, including securities analysis, portfolio strategies and comprehensive planning for high net worth individuals and families, I apply the skillset I have acquired to the individual circumstances of my clients and their families.
In addition to my work experience, I hold the Charter Financial Analyst (CFA) designation, Chartered Life Underwriter (CLU) designation, am a Certified Financial Planner (CFP) professional and have obtained a Master of Business Administration (MBA) specializing in Finance and Business Valuation from McMaster University
Outside of work, I spend time with my wife and 3 kids cycling along the bow river trails and hiking in the mountains.
- Retirement Income Strategies
- Wealth Protection Strategies
- Intergenerational Planning
- Socially Conscious Investing
- Special Needs Financial Considerations
- Charitable Giving
Phone NumberJonathon D Luimes at (403) 263-2500
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