Wealth Management Division

Johnathon Sawka

Wealth Management

Johnathon is the first point of contact for clients when it comes to their investments. He manages all new business and transactions across insurance carriers, ensuring every detail is handled with accuracy and care.

Johnathon prepares tailored client proposals and provide monthly and quarterly reporting, keeping clients informed and confident in their financial progress.

Working closely with Mark, he also supports client appointments, making sure each meeting is efficient, professional, and focused on client goals.

Outside of work, Johnathon is an avid sports enthusiast, with his favourite sports being hockey, football, and golf.