Jon Helm
Senior Wealth Advisor @Raymond James Ltd.
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WORK HISTORY
Senior Wealth Advisor @Raymond James Ltd.
Victoria, BC, CA
Contact me today to work with a team that will be here for you throughout your retirement!Visit to see how we can partner together
EDUCATION
Canadian Securities Institute
CIM,FMA, FCSI, Designations: Chartered Investment Manager, Financial Management Advisor, Fellow of CSI
University of Regina
Bachelor Business Administration, Marketing
Financial Planning Standards Council
CFP, Certified Financial Planner
University of Regina
Certificate in Economics
ABOUT JON HELM
Cross-border USA-CAN wealth manager helping business owners and retirees with custom, tax-efficient investment strategies to build and protect family wealthOffice: 25••••••21Mobile: bit.ly/RJLDSCLMR
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