Strategies for Every Stage of LifeProtecting Your FamilyGrowing Your WealthRetiring With ConfidenceLeaving a LegacyYour Children's Future
Insurance and investment advice that brings every part of your financial life together, from protecting the people you love to building the future you want.
The difference is in the details.
Credentials that count
The CFA charter is the gold standard in investment analysis, held by fewer than 2% of financial professionals worldwide. Paired with a Master of Finance, it means your plan is grounded in evidence — not sales targets.
Insurance and investments, together
Most advisors handle one or the other. Jonathan integrates both, so your protection and your portfolio work as a single, coherent strategy.
Backed by Desjardins
As part of the independent network of Desjardins — one of Canada’s largest and most trusted financial groups — clients benefit from institutional strength with personal, independent advice.
Advice for the long run
Financial plans aren’t set-and-forget. Expect proactive reviews, plain-language explanations and an advisor who picks up the phone.
Meet Your Advisor
Advice built on rigour, delivered with care.
I’m Jonathan Dwek — a life and health insurance advisor and mutual fund representative based in Toronto. As a CFA charterholder with a Master of Finance, I bring institutional-grade analysis to the decisions that shape your family’s financial security.
Whether you’re protecting your income, planning for retirement, or building a legacy for the next generation, my approach is the same: understand your goals first, then build a plan that’s clear, tax-aware and genuinely yours. Being part of the independent network of Desjardins gives my clients access to one of Canada’s most trusted financial groups.
what I offer.
Solutions built around your life.
Six integrated solutions covering insurance, investments and long-term planning, each built around your goals rather than a product shelf. Use them on their own or combine them into one coherent plan.
Life Insurance
Term, whole life and universal life solutions that protect your family’s lifestyle, cover final obligations and create tax-efficient wealth for the next generation.
Health & Living Benefits
Critical illness, disability and health coverage that replaces income and protects savings when life takes an unexpected turn.
Mutual Funds & Investing
Disciplined, diversified portfolios built with CFA-level analysis — distributed through Desjardins Financial Security Investments Inc.
Retirement Planning
RRSP, TFSA and pension strategies that turn decades of work into dependable retirement income.
Estate Strategies
Preserve and transfer wealth efficiently, minimizing tax and friction for your heirs.
FAQ
Good questions deserve clear answers.
Don’t see your question? Reach out directly — you’ll get a straight answer.
Absolutely. Meetings can be held at the Sheppard Avenue East office in Toronto, by phone, or by video call — whichever is most convenient for you.
Any existing insurance policies, recent investment statements, and a sense of your goals. If you don’t have everything organized, that’s fine — getting clarity is exactly what the first meeting is for.
No. Whether you’re buying your first life insurance policy, opening an RESP, or managing a mature portfolio, advice is tailored to your stage of life and your goals.
Jonathan is part of the independent network of Desjardins, one of Canada’s largest financial groups. Mutual funds are distributed through Desjardins Financial Security Investments Inc., which means your investments are backed by institutional strength and regulatory oversight.
No. The first meeting is complimentary and carries no obligation. It’s a chance to understand your goals, review what you have in place, and see whether we’re a good fit to work together.