Working in finance since 2008, and holder of the designation of Chartered Investment Manager (CIM®) from the CSI (2023), Jonathan Thomas has been involved in many of its aspects including banking, financing and investment products, as well as the structuring of portfolios. He joined the fdp team in 2019 as a wealth management assistant and, in this capacity, he demonstrated a constant concern for effectively meeting our clients’ expectations. He draws on his experience and the knowledge acquired through contact with professionals to offer them financial advice and investment solutions tailored to their particular needs (group RRSP, Securities Service).
