Jonathan Lesyk, CFP - Allied Asset Management of Raymond James Ltd.

Jonathan Lesyk, CFP - Allied Asset Management of Raymond James Ltd. As a Raymond James Advisor, Jonathan helps his clients execute a financial plan that brings their goals and visions to life.

By partnering with his team, he works with his clients to ensure all of their needs and values are understood, and ties together a course of action uniquely tailored to each individual and family. Bringing over 10 years’ worth of experience to his practice, Jonathan specializes in helping clients who have recently come into a sudden injection of wealth, who are within five years of retirement and

seeking advice on how to spend their money following a career of saving it, young professionals in the early phases of their career, and business owners (particularly those in the trades or with agricultural backgrounds) or real estate investors seeking to diversify their investment strategy or begin planning their exit.

Mark your calendars for June 1st - our last presentation at NESA before we break for the summer! This will be a great se...
05/13/2026

Mark your calendars for June 1st - our last presentation at NESA before we break for the summer! This will be a great session for retirees looking for tips on strucuturing their investment portfolio for "paycheques" in retirement.

I had to stop by the bank today and was helped by a young lad who looked very much like a summer intern. I was right - h...
05/11/2026

I had to stop by the bank today and was helped by a young lad who looked very much like a summer intern.

I was right - he's a business student at Concordia and this is his first job in the Financial Services sector. I have to say it was a pleasure chatting with him.

After I left I realized that, now that we are into May, it has been a whole 14 years since I sat in a similar chair.

This blurry old photo is from May 7, 2012 - the day I started as a summer intern at RBC. The day I started in the finance industry. It feels like a lifetime ago - suffice to say my waistline has grown a couple inches and I've sprouted a few grey hairs since then, but I still remember walking into the RBC branch at 18th and Van Horne in Brandon, MB on my first day eager to get my career started.

14 years later:

-> I've had a total of 7 different roles with various institutions in the industry

-> I relocated to Edmonton for a variety of reasons, some personal and some professional

-> I'm now a fully-licensed Investment Advisor with Raymond James

-> I've learned a lot, but there is still so much left to learn

Anywho. Thanks for reading my life story!

I guess a moral to this story is that the years really do fly by. Remember to enjoy the journey.

An extra fun fact - the building this photo was taken in isn't even there anymore! It was plowed down to make room for a brand new branch later that year.

May the "Fourth" be with us all on this fine !
05/04/2026

May the "Fourth" be with us all on this fine !

04/17/2026

Happening on Monday and still a couple spots left!

What a weekend!Steve Reimer and I spent the weekend chatting with people at The Great Canadian Trade Fair in Sherwood Pa...
04/13/2026

What a weekend!

Steve Reimer and I spent the weekend chatting with people at The Great Canadian Trade Fair in Sherwood Park.

Tons of great connections were made. Thanks so much to the Sherwood Park and District Chamber of Commerce and all the individuals involved in bringing this event to life and making it such a success! Can't wait to do it again next year.

Happening one week from today! Please reach out if you are interested in attending
04/13/2026

Happening one week from today! Please reach out if you are interested in attending

Drop by The Great Canadian Trade Fair this weekend to say hi to Steve Reimer, CFP, CIM and I!We'll be at booth 148 to ed...
04/08/2026

Drop by The Great Canadian Trade Fair this weekend to say hi to Steve Reimer, CFP, CIM and I!

We'll be at booth 148 to educate the masses about who Raymond James Ltd. is...and to give away some sweet (maybe savoury...?) prizes while we're at it!

Thanks a lot to the Raymond James Calgary office for such a warm welcome while I'm visiting town for a few days!I won't ...
04/01/2026

Thanks a lot to the Raymond James Calgary office for such a warm welcome while I'm visiting town for a few days!

I won't scoff at the view from the 41st floor digs, but oh boy this is a long way up for a flatlander like me who doesn't care for heights.

A million thanks to Damian McGrath, LLB, TEP for supporting Allied and delivering such a great presentation on estate pl...
03/25/2026

A million thanks to Damian McGrath, LLB, TEP for supporting Allied and delivering such a great presentation on estate planning tips and tricks at NESA today.

We had a sold out audience with 38 attendees! Our biggest audience to date.

If you missed today's presentation or would like more information, please reach out!

Happening tomorrow! I think our room is almost at capacity, but if you'd like to attend or would like more information p...
03/23/2026

Happening tomorrow! I think our room is almost at capacity, but if you'd like to attend or would like more information please reach out!

Address

10060 Jasper Avenue, Tower 1, Suite 2300
Edmonton, AB
T5J3R8

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