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Jonathon Rees

Wealth Specialist at Innovation Wealth
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About Jonathon Rees

Jonathon Rees is Wealth Specialist of Innovation Wealth based in 198 1 Ave NE Swift Current, Saskatchewan S9H 2B2, CA. Previously worked at Innovation Federal Credit Union as a Digital Wealth Specialist. Innovation Wealth is a Finance, Capital Markets company in 198 1 Ave NE Swift Current, Saskatchewan S9H 2B2, CA with 7 employees.

Jonathon Rees has 15 years of professional experience, with an average of 2 years per position throughout their career. Their recent employment history shows 2 changes in the past 3 years, with medium job stability. they do not have Fortune 500 company experience.

Jonathon Rees holds a degree from lakeland college canada, with 9 years since graduation. Their career does not include experience at a global enterprise, with a base location in vermilion, alberta, canada, canada.

Jonathon Rees Social
Jonathon Rees Work
Jonathon Rees have been working for 15 years. Currently Jonathon Rees is the Wealth Specialist @Innovation Wealth, with experience in Digital Wealth Specialist, Wealth Management Associate @Innovation Federal Credit Union
Wealth Specialist
Sep 2023 - Present · 1 years and 8 months
Sep 2022 - Apr 2024 · 1 years and 7 months
Digital Wealth Specialist
Sep 2023 - Apr 2024 · 7 months
Wealth Management Associate
Sep 2022 - Sep 2023 · 1 years
About Jonathon Rees's Current Company
11-50 Employees

Innovation Wealth, operates from its headquarter in 198 1 Ave NE Swift Current, Saskatchewan S9H 2B2, CA. The company operates in the Finance, Capital Markets sector.

Innovation Wealth specializes in Financial planning, Investment advice, Retirement planning, Estate planning, Education planning, Risk protection, Succession planning, Business planning, and offers services including Personalized financial strategy, Retirement planning, and Estate planning.

Year Founded
N/A
Social Media
Linkedin
Primary Industry
Finance, Capital Markets
Secondary Industry
Finance, Credit Intermediation
HQ Location
198 1 Ave NE Swift Current, Saskatchewan S9H 2B2, CA
Expertise
Financial planningInvestment adviceRetirement planningEstate planningEducation planningRisk protectionSuccession planningBusiness planning
Solutions
Personalized financial strategyRetirement planningEstate planningEducation planningRisk protection planningSuccession planningBusiness planning
Keywords
Financial PlanningRetirement PlanningEducation PlanningInvestment PlanningWealth Protection PlanningEstate PlanningRegistered Disability SavingsSuccession PlanningRegistered Plans
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Jonathon Rees Education

Jonathon Rees completed at lakeland college canada (2015 - 2017)

lakeland college canada
business
2015 - 2017
Jonathon Rees Skills
Team and Leadership
public speaking, team building, team leadership
Customer Relations and Sales
social media marketing, sales
Technology and Engineering
microsoft office, microsoft excel, microsoft powerpoint
Business and Strategy
investments
Project and Plan Management
project planning
Other
team coordination, credit analysis, mutual funds, estates

Jonathon Rees Email & Phone number

These email and Phone numbers are the most updated and verified contact information for Jonathon Rees found in 2025.

  • Email AddressJ**@innovationwealth.caPersonal Email
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  • Phone Number(xxx)xxx-xxxxPersonal Phone
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