Built on a foundation of honesty, integrity and trust, we work as a team to develop exceptional programs our clients rely on to grow and succeed in today’s ever-changing market. With Laird Financials’ partnership and collaborative approach, we have access to legal advisors, accountants, estate & tax planning specialists to help meet the goals we establish for ourselves and our clients.
honesty, integrity & trust
Laird Financial treats every client with mutual respect and understanding. We listen carefully to your specific needs and requirements in order to develop financial solutions with a professional level as well as practical recommendations that can help you make the most of your financial goals. Whether you are just starting a new family, own a business, accumulating wealth or getting ready to retire, Laird Financial offers a wide range of Insurance and Investment solutions to help you create the financial future you desire.
Financial Security Advisor
Jonathan was born and raised in Victoria, British Columbia and has been blessed with a wonderful family and many good friends. Previous to becoming a Financial Security Advisor in 2010, Jonathan had an extensive career with the Canadian Federation of Independent Business (CFIB) as a District Manager working with business owners all over British Columbia. Jonathan was recruited to the insurance industry after a significant vehicle accident resulting in a change of career direction. Jonathan knows first-hand what an uncontrollable event can do to a person’s life financially and emotionally. Through ambition and hard work, Jonathan obtained his Life License and in 2012 he became a partner in the family owned business Laird Financial Group Services INC. Principal Owner, Aleita Laird, started Laird Financial in 2004 and at the end of 2017, she retired from the insurance industry and Jonathan became the Principal Owner in 2018. Jonathan enjoys spending time with his family on Vancouver Island and travels to the Okanagan during the summer months. He can also often be found on the ocean fishing and crabbing or on the mountains hiking or skiing. Jon’s life has been filled with many accomplishments and challenges but owning such a meaningful business where I can really make a difference in my client’s lives, is my biggest accomplishment of all (outside of being a father of course!).
Owning a meaningful business is where I can really make a difference in my client’s lives.
Jonathan 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, Jonathan specializes in addressing the needs of small to medium-sized business owners, their families with valuable insurance protection. Income replacement, group employee benefits, group retirement benefits and succession planning strategies are all part of having a successful business. Jon’s mission in life is to help other people reach their financial objectives and have a total security plan that covers life’s uncontrollable events, controllable events, and growth opportunities.