Financial Security Advisor, President
Jonathan Laird is dedicated to understanding your financial and personal goals. He will provide you with a professional in-depth analysis of your current insurance and investment situation and create an individual, personalized financial security plan to help you reach your financial objectives. Having a strong belief in creating financial security and peace of mind for his clients, Jon has built his business on relationships of trust & integrity. Previous to becoming a Financial Advisor in 2009, Jon had an extensive 11 year career representing the Canadian Federation of Independent Business (CFIB) as a District Manager working with business owners all over BC.
Jon specializes in addressing the needs of small and medium-sized business owners and their families by providing solutions to protect their businesses and employees with valuable insurance protection, income replacement, employee benefits, retirement benefits and succession planning strategies. Jon’s mission in life is to be successful by helping other people reach their financial objectives and have a total security plan that covers life’s uncontrollable events, controllable events, and growth opportunities.