Jonathan B. Therrien

B.A.A., F. Pl.

Wealth Advisor, iA Private Wealth
*Financial Planner Majoré Gestion Privée Inc., **Financial Security Advisor, Majoré Gestion Privée Inc.

Jonathan is a passionate and dedicated young finance professional. He has almost 10 years of experience in the field. He completed university studies in business administration and financial planning*. He successfully completed the IQPF training and exams and the Canadian securities course. He is a wealth management advisor and financial planner. He also holds the title of financial security advisor and is a member of the Order of Chartered Administrators of Quebec.

He’s a sports guy. He is passionate about football, golf and the outdoors. Several values ​​have followed him after his years of football: rigor, discipline and respect. He enjoys working with his colleagues in a climate of mutual assistance and cooperation. He is also involved in the board of directors of the Société québécoise de la redaction professionelle. Its presence provides complementary expertise for the development of this association. As an independent professional, he can promote the best interests of his clients by providing personalized wealth management.

* Financial planning services are offered through Jonathan B. Therrien, Majoré Gestion privée inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

** Insurance products are offered through Jonathan B. Therrien - Majoré Gestion privée inc. Only the products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.