Jonathan Fraser
Portfolio Analyst @Union Financial
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WORK HISTORY
Portfolio Analyst @Union Financial
Edmonton, CA
Jon joined Union Financial to work as a Portfolio Analyst within Union Wealth Management, the boutique investment arm of the firm. At Union Wealth, Jon supports the investment decision-making process through in-depth analysis, portfolio monitoring, and risk assessment.
EDUCATION
University of Calgary
Bachelor of Laws - LLB
Alberta School of Business, University of Alberta
Bachelor of Commerce - BCom, Small Business Administration/Management and Business Law
ABOUT JONATHAN FRASER
As a Portfolio Analyst at Union I help clients make confident, informed decisions through thoughtful investment strategy, clear communication, and a genuine commitment to their long-term goals.My path has been shaped by over two decades of experience across law, entrepreneurship, and finance. I began investing personally in 1998, practiced corporate law with a focus on commercial finance and M&A, and built businesses in real estate, construction, and hospitality. My journey has taught me how to navigate complex issues and find practical solutions. At Union, we work to support high-net-worth individuals and families with tailored investment solutions. If you\'d like to chat more about how Union can help you, or have general questions about finance or the markets, feel free to reach out.
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