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Jonathan joined Page and Associates in 1997 from a Canadian publicly listed company where he was Vice President of Finance. Prior to this he had his own financial planning practice. As a senior advisor Jonathan specializes in estate planning, tax planning and executive compensation with a particular emphasis in reducing the heavy burden of taxation faced by his clients. He is an expert in using conservative investment leverage to potentially increase returns and reduce current taxation.

 

A resident of Oakville, Jonathan received his B. Sc. (Hon. Geology) from Queen’s University. He went on to achieve his M.B.A. University of Western Ontario. He then spent several years in public practice with an accounting firm, receiving his Chartered Accountant designation in 1980.  In 1998 became a Certified Financial Planner (CFP) and in 2005 he received his Chartered Life Underwriter (CLU) designation.  He has passed the Canadian Securities Course, the Investment Funds Course, the Branch Manager’s Course and the Officer’s, Partner’s and Director’s Course. 

 

In both 2000 and 2005 Jonathan was selected as a finalist for Advisor of the Year by Advisor’s Edge magazine (click the image to the left to read the case study). He is an active member of the Oakville Club and sits on the club’s finance committee.  He is an avid sailor and tennis player.

                                       Telephone:      905 884 5563 Ext. 247 or 7909
                                       Toll Free:         800 837 0134
                                       Fax Number:   905 884 3365
                                       Cell Phone:     416 936 7526

                                       E-mail:             jflawn@askpage.com

Jonathan Flawn, CA, MBA, CFP, CLU

Senior Financial Planner

Worldsource Financial Management Inc. sponsoring mutual fund dealer.

All other services provided by Page and Associates Ltd.

“Recently I told Jonathan that I was considering moving to a senior’s residence and Jonathan suggested that he would be happy to prepare a detailed financial analysis of the change, which he did.  His analysis indicated that there would be no problem with the proposed move.  I am very pleased to have Jonathan providing me with such reassurance and taking care of my financial affairs. ”

Doris Pringle

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“It is very gratifying at this time to see our mortgage going down and our investments going up and we are happy with how things are going. 

Thanks, we plan to stay the course.”

Luigi and Sandra B.

 

 

“We are very pleased with how much we have been able to pay down our mortgage – in the last 3 years we have paid down over $90,000, which is way more than we would have managed before.”

Gino and Daniela V.