Financial Planner in Niagara-on-the-Lake, Ontario | Tax Planning

Jonathan joined Page and Associates in 1997 from a Canadian publicly listed company where he was Vice President of Finance. Prior to this he had his own financial planning practice. As a senior advisor Jonathan specializes in estate planning, tax planning and executive compensation with a particular emphasis in reducing the heavy burden of taxation faced by his clients. He is an expert in using conservative investment leverage to potentially increase returns and reduce current taxation.