Jonathan Colligan, CFA
As a Director, Asset Management & Client Services, and as a registered Portfolio Manager, Jonathan provides investment advisory services to Westcourt Capital Corporation’s clients. His responsibilities include the construction and management of diversified investment portfolios that will achieve the specific goals of Westcourt’s clients. He is involved in both business development and investment product review.
Jonathan began his career in 2006 as an analyst with Certus Wealth Management. In this role, he provided research and analysis on domestic and international investment strategies. He was also involved in executing precious metal spot and forward transactions and was responsible for monitoring portfolios in light of changes to market outlook and strategy.
Jonathan joined UBS Wealth Management, Toronto, in 2010, as a Director on the Ultra High Net Worth team. In that capacity, he managed some of the most complex transactions for UBS Canada’s largest clients involving hedge funds, private equity, foreign exchange forwards, equity options, and structured products, as well as fixed income and domestic and international equities. Jonathan was also a voting member of UBS Canada’s Investment Committee.
Jonathan earned a Bachelor of Arts (Honours) degree in Economics from Queen’s University and is a Chartered Financial Analyst (CFA) charterholder. He is registered as a Portfolio Manager (Advising Representative) for Westcourt in Ontario, Quebec, Alberta and British Columbia and is a member of Westcourt’s Investment Committee.
Jonathan also has an interest in languages, having studied French, Spanish, German, Dutch, Mandarin, and Russian.