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Jonathan Lo


Financial Advisor

With a multidisciplinary background in corporate and psychology, Jonathan joined the finance industry 5 years go with a simple vision: 𝙍𝙚𝙛𝙤𝙧𝙢𝙞𝙣𝙜 𝙩𝙝𝙚 𝙛𝙞𝙣𝙖𝙣𝙘𝙚 𝙞𝙣𝙙𝙪𝙨𝙩𝙧𝙮. His sincere passion has enabled a fast achievement of Court of the Table (COT) for 3 consecutive years, representing the top 5% of financial professionals globally.

Too often, financial planners are driven by commissions, putting products above the core value of financial advisory - to help people develop a healthy relationship with money. Unfortunately, finance is often an area carrying emotional baggage from societal, family and cultural dynamics; resulting in poor money decisions that bring significant impact to generations. Jonathan is committed to breaking this unhealthy cycle. Incorporating educational insights and biblical principles, Jonathan brings financial clarity and confidence to families through fiduciary, holistic financial planning that truly serves his clients' best interests.

Raised in both HK and Canada, Jonathan speaks fluent English, Cantonese and Mandarin. Outside of work, Jonathan enjoys spending time with his bodybuilder wife and 3.5 year old son Micah. The family is big on food, weightlifting and traveling.

Notable Achievements:
• Early Bird MDRT (2021,2022,2023)
• 2x Court of the Table, MDRT (2021,2022)
• LIMRA International Quality Award, Gold (2022)
• MRA 1-Star (2021)
• GAMA Rookie Manager Award (2021)
• LUA New Agent Award, Gold (2020)

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