Jonathan Roy

Since 2004, I have been helping people build, protect and enjoy the lifestyle they want. My experience includes almost 9 years in Canada which has given me a broader perspective on financial planning and deepened my passion to help people.

People are at the heart of what I do. I take the time to get to know you as a person: what drives you, what worries you; where do you want to go and when do you want to get there.

We will explore your retirement plans, investment strategies, insurance, tax efficiency and, very importantly, your cash flow.

Only when this is clear will I begin to map out the plan out of how you will get to where you want to be. As an independent financial adviser, I will then be able to select the products and providers that will get your plan on the road. And it will all make sense because I will explain why I am making my recommendations.

As your life changes, so too will your financial plan. We will work together to ensure that your plan remains on point and fit for purpose. Part of this joint work will include financial education so that your knowledge of your plan, and your confidence in your plan, will grow and evolve with your plan.