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From DREAM To BLUEPRINT To REALITY

LIVE LIFE BY DESIGN

Client Services
Retirement Planning | Kids Education | Life Insurance | Mortgages | Wills | Group Benefits & Savings

Financial
Education

Learn the rules of the money game to become a more confident investor

Money
Blueprint

Understand the 7 steps to building a

strong financial house 

Personalized
Solutions

Get your customized gameplan to hit

your financial goals more quickly

Business Opportunities

Women in 
Business

Leverage our system to build a career

without sacrificing your life

Business
Partnership

Leverage our system to expand upon

your current business model

Financial
Guide

Leverage our system to build time, money, & location freedom

My Life By Design

Personal mission statement: Pour Into People.

​

Life is precious and it's a better experience surrouneded by great people working toward big goals!

​

If there's any way I can help you get to your big goals faster

- I'm excited to get that conversation started.

​

When it comes to money management, we take an education-first, goal-oriented approach to building financial solutions for motivated Canadians at every stage of life.

 

To serve the needs of our clients we operate virtually across Canada. My team specializes in retirement planning, kids education plans, life insurance, mortgages, business benefits and tax optimization strategies and through our strategic partnerships can offer a wide range of solutions.

 

When I'm not working with you on your goals, you will find

me spending time with my son, in the kitchen testing recipes, running ultramarathons, or travelling the globe to climb mountains and jump off cliffs. 

 

This is me living my LIFE BY DESIGN.

​

Let's connect to help you live yours.

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TESTIMONIALS

'Not going anywhere else after working with Jon'
There’s no one else I would trust with my family’s finances and to make sure my kids are set up properly. Through our businesses we have worked with many financial professionals but have never felt more looked after than when we're working with Jon.

Spa Owner | Restauranteur

Jean & Mark

Niagara Falls, On

Contact

Our Corporate Partners

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