Jonathon Luimes, CFA, CFP®
Client Portfolio Manager
Jonathon has over 10 years of experience in the financial services industry, including securities analysis and portfolio management. He also has experience in comprehensive financial planning for High Net Worth and growing Net Worth individuals and families. Specializing in retirement planning and financial management with a integrated approach to taxation, business succession, risk management and estate planning.
Outside of work, Jonathon spends time with his young family cycling along the bow river trails and hiking in the rockies.