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Jonathon Luimes, Financial Advisor

FINANCIAL ADVISOR
Jonathon D Luimes

CFP®, CLU®, 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

As a financial advisor and financial planner with Edward Jones, I work with business owners, professionals, and their families to help bring clarity to complex financial decisions and build strategies that align with their values and long-term goals. Whether you're planning for retirement, managing investments, preparing for a business transition, or supporting loved ones, I take the time to understand what matters most to you and provide guidance every step of the way.

My practice focuses on supporting:

Business owners preparing for a sale or succession by aligning their business transition with their personal financial goals.

Professionals and families by helping them build...

Work History

  • Edward JonesSeptember 2019 to Current

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.

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Setting your path

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

Learn More