Jonathan Polcari is a Certified Financial Planner and Chartered Investment Manager. Fluent in both English and French, Jonathan enjoys helping his clients navigate financial decisions with confidence. 

Originally from Montreal, he began his career as a stock and bond trader before spending 11 years working with leading Canadian mutual fund and insurance companies. In 2015, he relocated to the Ottawa-Gatineau region and now resides in Aylmer with his wife Jeanne and their two young children, Nathan, and Elina. 

Outside of work, Jonathan enjoys playing guitar in a blues rock band, golfing, and training in Brazilian jiu-jitsu.

Jonathan Polcari is a Certified Financial Planner and Chartered Investment Manager. Fluent in both English and French, Jonathan enjoys helping his clients navigate financial decisions with confidence.&nbsp;
Originally from Montreal, he began his career as a stock and bond trader before spending 11 years working with leading Canadian mutual fund and insurance companies. In 2015, he relocated to the Ottawa-Gatineau region and now resides in Aylmer with his wife Jeanne and their two young children, Nathan, and Elina.&nbsp;
Outside of work, Jonathan enjoys playing guitar in a blues rock band, golfing, and training in Brazilian jiu-jitsu.
Jonathan is licensed for mutual funds in Ontario and Quebec.

Jonathan Polcari

Certified Financial Planner, CFP, CIM