Jonathan Flawn Financial Advisor
Financial Planner in Niagara-on-the-Lake, Ontario
Tax, Business, Financial Planning Strategies, Life Insurance, & more!
about
Jonathan Flawn Financial Advisor
Jonathan Flawn joined Page and Associates in 1997 from a Canadian publicly listed company where he was Vice President of Finance. Prior to this, he had his own financial planning practice. He received his Chartered Accountant (CA) designation in 1980 and Chartered Professional Accountant (CPA) in 2012. In 1998 became a Certified Financial Planner (CFP) and in 2005 he received his Chartered Life Underwriter (CLU) designation. He has passed the Canadian Securities Course, the Investment Funds Course, the Branch Manager’s Course, and the Officer’s, Partner’s, and Director’s Course.
WHAT WE OFFER
TESTIMONIALS
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DORIS P
Recently | told Jonathan that | was considering moving to a senior’s residence and Jonathan suggested that he would be happy to prepare a detailed financial analysis of the change, which he did. His analysis indicated that there would be no problem with the proposed move. | am very pleased to have Jonathan providing me with such reassurance and taking care of my financial affairs.
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GINO AND DANIELA V
We are very pleased with how much we have been able to pay down our mortgage ~ in the last 3 years we have paid down over $90,000, which is way more than we would have managed before.
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new website under construction
New Website Coming Soon! We are currently revamping our website. Our new website will be interactive and mobile friendly! Watch this space for updates.
Contact Jonathan Flawn Financial Advisor
Tax Accountant / Certified Financial Planner in St. Davids, Ontario
Serving clients across St. Davids, Niagara-on-the-Lake, Niagara Falls, St. Catharines, Welland, Fort Erie, Grimsby, Port Colborne, Fonthill, Niagara Region, and the surrounding areas.