About

Jonathan helps families and business owners build a customized financial strategy using professional expertise and reliable products & solutions.

With the Professional Financial Advisor (P.F.A.) designation combined with 6 years of experience, he has the expertise to help you. 

Married to his high school sweetheart, Quinn, they spend most of their time raising their two amazing sons, Julian (4) & Brady (2) as well as their newborn daughter Alexaya.

He is very involved in the community doing volunteer work like coaching local youth hockey & baseball teams as well as being on multiple organizational executive committees. In his free time, he likes to travel and golf!

People are Ashley's passion. Over the past ten years she's worked in customer service- connecting with people and providing the highest level of customer satisfaction has always been her favourite part of the job.

"I look forward to bringing that passion into my role as Associate Advisor with JL Financial. I am grateful to have the opportunity to learn from a leader in the industry, and so excited to be joining a team made up of amazing people."

Ashley was born and raised in Manning and has returned to her hometown after spending 10 years living in BC. She loves the outdoors, crafting, and her dog – Chip.  

Samantha has been a part of JL Financial for 2.5 years now. Sam and Jonathan had worked together previously as well so naturally this is a good fit both of them!

Sam works on the customer service side of the business and loves interacting with Clients to ensure they receive the best service possible.

She has lived in Manning her entire life, having grown up on her grandparents’ homestead. She's spent the past 12 years with her husband and dog while running a photography business on the side.

I am a Sun Life EFPS consultant and work in partnership with JL Financial Solutions Ltd.

Adelina joined Sun Life in October of 2016. Known for her strong customer service focus and a high degree of professionalism and integrity, Adelina supports our advisors by preparing comprehensive financial plans for their clients. Throughout the planning process, Adelina is committed to taking a holistic view toward helping clients reach their personal and financial goals.

In her previous role as an advisor and financial planner, she provided a full range of insurance, investment and planning services.

Adelina holds the Certified Financial Planner and Registered Retirement Consultant designations and speaks English and Portuguese.

I am a Sun Life EFPS consultant and work in partnership with JL Financial Solutions Ltd.

Jesse joined Sun Life in April 2022. He provides comprehensive and in-depth custom-built financial plans to support Sun Life advisors in creating strong relationships with their clients.

Prior to joining Sun Life, Jesse worked as a financial planner for a large financial institution, where he was employed for 14 years. His process includes examining investment strategies, risk management, estate maximization, retirement income planning, and the tax implications of the strategies recommended. Jesse specializes in working with farming, business owner, and high net worth clients.

Jesse holds the CFP and PFP designations, and regularly studies to stay current on advanced financial planning strategies.

I am a Sun Life EFPS consultant and work in partnership with JL Financial Solutions Ltd.

Grant joined Sun Life in September 2022 as a Planning Director with the Estate & Financial Planning Services team. Grant creates integrated retirement, tax, and estate planning that delivers on Client goals through the implementation of advanced planning strategies for our high net worth Clients. He helps them to focus on key factors, make decisions, and implement the most impactful strategies. Grant helps Clients shift their emphasis from retirement goals to dreams of family legacy and philanthropy.

Prior to joining Sun Life, Grant has worked with high net worth and ultra high net worth Clients since 2004 at a major financial institution, a leading independent wealth management firm, and as an independent advisor. In these roles, he developed expertise working with business owners, incorporated professionals, and executives.

Having achieved both the CFP and CLU designations, Grant is always pursuing further education and regular informational updates to provide Clients with the best wealth planning experience.