MICHEL, Jonathon: CFP®, CLU

I was born and raised on a grain farm outside of St. Gregor. Received my Accountancy Diploma from SIAST in 2011. Employment in the accounting field led me to Nipawin and Estevan before settling in Saskatoon. I joined IG Wealth Management in 2013 and have since completed the CERTIFIED FINANCIAL PLANNER (CFP®) designation and Chartered Life Underwriter (CLU) designation. In the fall of 2019, I joined Khorshid Nieth & Associates – IG Private Wealth Management to work with a team of like-minded individuals who prioritize achieving their clients’ goals. I have experience working with farm families through pre-retirement, retirement, succession, and estate planning.

I’ve been married to my wife, Jessica, since 2017 and together we have one son, Henrik.

Being born and raised on a grain farm has allowed me to gain insightful knowledge on day-to-day farm life as well as the financial struggles and successes farm families endure. I have 8 years of experience working with farm families to provide them with financial advice which includes building retirement, succession, and estate plans.

Member: FP Canada