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

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.