Jonathan Adomait
Financial Advisor @Eea Financial
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WORK HISTORY
Financial Advisor @Eea Financial
EDUCATION
University of Toronto
Bachelor of Applied Science (B.A.Sc.)
ABOUT JONATHAN ADOMAIT
WHAT WE DO: Prioritizing our clients\' needs and goals first, through a comprehensive approach based on mutual trust, we strive to build lasting relationships that emphasizes communication and education as we serve our clients in implementing sound financial strategies. I help engineers achieve early retirement without sacrificing lifestyle, while paying less in taxes and help them manage risks in case of an emergency. I have been dedicated to helping my clients realize their financial goals. My mission is to help our clients preserve wealth and enhance their lives. We combine our skills and extensive resources to deliver comprehensive wealth management and liability management services tailored to the unique needs of highly successful individuals, and their families. WHO WE SERVE: I provide concierge level service - proactively and responsively communicating, conducting regularly scheduled meetings, and partnering with each client and their tax, legal and other professional advisors. We tailor every plan with dynamic approaches as we hope to become your most trusted advisor. I partner with successful engineers within 10 years of retirement, including a strong emphasis on, but not limited to- Civil Engineers - Project Managers - Architects - Computer Engineers - Software Engineers - Mining Engineers HOW WE HELP: •We take stock of your finances and debt working to organize and simplify through account consolidation. •We review insurance, tax-efficient wealth transfer vehicles and estate planning needs. •Together, we help clarify your goals and truly understand your desired lifestyle through our Personal Wealth Analysis. •We create a personalized plan that will help you navigate your financial journey. •When things change, we work together to update your plan and stay on track. Let\'s get together and allow me to walk you through our process and show you how you can live a life without financial regrets. READY TO TALK? Reach out to me directly here on LinkedIn, email me at j•••@eeafinancial.com, or call me directly at 90••••••24. Book a call here: https://calendly.com/eeafinancial
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