100 YEARS COMBINED EXPERIENCE
Jonathan Hearn is an Investment Advisor, Portfolio Manager and Chartered Financial Analyst (CFA), who has followed in both his father’s and grandfather’s footsteps, working with CIBC Wood Gundy since 1996. His father, Peter Hearn a 50-year veteran with Wood Gundy, worked alongside Jonathan for ten years before retiring. Together with his father and grandfather, Jonathan has over 100 years of combined experience and knowledge from three generations of Investment Advisors.
PROFESSIONALISM
With his CFA qualification, Jonathan holds the most trusted and valued certification in the investment industry. It is, however, only one part of the skill set he brings to the success of his clients. Jonathan keeps abreast of the latest market and company developments through ongoing research and a commitment to continuing education.
PROCESS AND COMMUNICATION
With every new client, Jonathan prepares a detailed wealth management plan to outline how he’ll help accomplish their goals and a service agreement to establish how often they’ll review the progress, to ensure they‘re on track. He then combines his CFA knowledge with independent research and decades of experience from his father and grandfather to individually hand pick stocks for his portfolios. This benefits his clients by saving them money over high industry standard mutual fund management fees and also by giving them direct access to their portfolio manager for questions, or concerns.
TRANSPARENCY & TRUST
With years of mentoring and guidance from his father, Jonathan believes that transparency is the key to establishing successful, trustworthy relationships. In building trust, he makes it a priority to keep his clients well informed of the costs and developments related to their investments.
Jonathan’s clients know that he's a committed and dedicated professional who works tirelessly to help them accomplish their goals. With a proven track record coupled with generations of investment success, Jonathan brings his clients the confidence and peace of mind to sleep well at night.
