About Jonathan Flawn Financial Advisor
Financial Planner in St. Davids, Niagara-on-the-Lake
Jonathan 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. As a senior advisor Jonathan specializes in estate planning, tax planning and executive compensation with a particular emphasis in reducing the heavy burden of taxation faced by his clients. He is an expert in using conservative investment leverage to potentially increase returns and reduce current taxation.
A resident of Niagara-on-the-Lake, Jonathan received his B. Sc. (Hon. Geology) from Queen’s University. He went on to achieve his M.B.A. University of Western Ontario. He then spent several years in public practice with an accounting firm, receiving his Chartered Accountant designation in 1980 and Chartered Professional Accountant 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.
In both 2000 and 2005 Jonathan was selected as a finalist for Advisor of the Year by Advisor’s Edge magazine (click the image to the left to read the case study). He is an active member of the Niagara Falls Country Club and enjoys tennis and squash.