Senior Wealth Planner
As Senior Wealth Planner, Jonathan McMurrich provides planning expertise to business owners, high-net-worth individuals and their families in the areas of tax, business succession, risk management, retirement, estate and philanthropy planning. Jonathan works closely with professional advisors to identify priority issues, develop solutions and implement strategies to build and maintain wealth.
Prior to joining Gluskin Sheff, Jonathan was part of the wealth planning group at Assante Private Client, where he worked closely with high-net-worth individuals and families to develop effective planning strategies in the areas of tax, business succession, estate and risk management. His previous experience includes working directly with owner-managers and high-net-worth clients on responsibilities that varied from assurance engagements to tax compliance at Fuller Landau LLP, a boutique professional services firm.
Outside of the office, Jonathan is passionate about staying active. He has participated in multiple Ironman 70.3 events and continues to be an active participant in the triathlon community. Jonathan and his wife, Erin, reside in Burlington with their chocolate lab, GiGi.
- Chartered Professional Accountant (CPA, CA)
- Certified Financial Planner (CFP®)
- Trust and Estate Practitioner (TEP)
- Master of Accounting, University of Waterloo
- Bachelor of Accounting and Financial Management, University of Waterloo
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