Find a CEA

Jonathan Luesby 

B Com, CFP®, CIM®, FCSI®, CEA®,

I have 25 years experience as an Independent Investment Advisor,  I work for my clients and place their needs above all else. Each situation is unique and I focus on the individual’s needs as a Certified Financial Planner.  Investments, Insurance, Estate Planning and Tax Issues are all aspects of meeting a client’s specific financial goals. I create wealth and peace of mind.  I am dedicated to building trust with my clients and creating long term relationships. 

I am passionate about ensuring that the process of financial strategies are in this order: goals, plan, and then portfolio. I write plans at no cost and obligation to ensure busy sales professionals know where they are in relation to what is most important to them.

1. Who I serve:

I work with people responsible for the revenue of their company or business who are struggling to fit everything into their lives. I use an established process to understand what is most important to them and build personalized strategies to achieve their goals. We partner together throughout their life to keep them on track. If you put peace of mind and clarity at the top of your values you are a fit.

2. Your challenges:

a. Multiple accounts from prior employers
b. Not knowing how much or for how long to save for retirement, education, etc.
c. Portfolios lacking transparency, performance, or tracking toward your goals.
d. You find yourself challenged with time and needing a trusted professional for financial advice.

3. How I help:

By appointment, you're welcome to come in and sit with us for a while. I Will ask you to briefly outline your financial goals - what your investment portfolio is intended to do for you. Then will review the portfolio for and with you. If I think your investments continue to be well suited to your long term goals - despite all the market turmoil - I will gladly tell you so, and send you on your way. If, on the other hand, I think some of your investments no longer fit with your goals, I'll explain why, in plain English. And, if you like, I will recommend some alternatives.

4. My philosophy:

I have the sophistication to handle your investments, and the heart to handle your dreams.

Contact me now to set up a 15 min. discover call.

306-664-1969

John’s experience in the Financial industry began in 2014 when he was completing his Canadian Securities Course, and Personal Financial Planning courses through BCIT.  After that, he finished his Life License Qualification Program (LLQP) and hired by the fastest growing Managing General Agency in British Columbia.  Quickly learning the ins and outs of insurance planning, he had a meteoric rise in production and awarded rookie of the year with the company in 2016.  Since then, John has shifted his focus to working in the Corporate Insurance market where he specializes in helping small to medium size business owners find tax-efficient retirement and estate planning solutions.  John has a history of collaborative work with many different partners, including accountants, lawyers, and other high-level planners.

John has also quickly qualified as a member of Million Dollar Round Table (MDRT), a distinctive award given to top producing advisors in the Life Insurance industry.  He recently acquired his Elder Planning Counsellor designation through the Canadian Institute of Elder Planning Studies which has provided invaluable advice to help him assist his ageing clients.  John is also set to write his Certified Financial Planner’s designation exams in 2018.  In his spare time, he volunteers with a non-profit organization called Junior Achievement where he teaches grade school students the fundamentals of the business world, adding his personal touch to each lesson.  John is a lifelong learner and is continually striving to hone his craft daily with continuing education courses.