With a multidisciplinary background in psychology and client experience management, Jonathan joined the finance industry 7 years ago with a clear vision: 𝙍𝙚𝙛𝙤𝙧𝙢𝙞𝙣𝙜 𝙩𝙝𝙚 𝙛𝙞𝙣𝙖𝙣𝙘𝙚 𝙞𝙣𝙙𝙪𝙨𝙩𝙧𝙮. His sincere passion quickly propelled him to Court of the Table (COT) for 3 consecutive years, placing him in the top 5% of financial professionals worldwide. 

​

Jonathan believes that money is never just about numbers. It carries layers of emotional baggage, cultural influences, and family dynamics that often shape financial decisions for generations. Unless these deeper attachments are addressed, it's hard for people to move toward true stewardship, purpose, and even generosity.

​

Acting as a family doctor for finances, Jonathan takes a holistic approach - diagnosing root challenges, prescribing clear solutions, and guiding clients through every stage of life. By integrating psychological insight with fiduciary planning, Jonathan helps families and business owners gain clarity, build resilience, and align their money with their values. 

​

Raised in both HK and Canada, Jonathan is fluent in English, Cantonese and Mandarin. Outside of work, Jonathan enjoys life with his bodybuilder wife and their 5-year-old son, Micah. Together, they share a love for food, weightlifting, and travel. 

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)