Jonathan Keown CERTIFIED FINANCIAL PLANNER®
Jonathan has been a trusted financial planning professional since 2002, specializing in guiding clients through the complexities of employee benefits, group insurance, and business‑insurance solutions.
As Employee Benefits Lead at Rockwater Wealth Management, Jonathan’s focus is on structuring benefit programs and insurance strategies that align with both corporate and individual goals. He blends technical expertise with client-centered advice to help clients manage risk, attract and retain talent, and protect their organizations’ most valuable assets.
Credentials & Education
- Holds the designation Certified Financial Planner® (CFP®)
- Earned a Financial Services Degree from Fanshawe College
- Additional designations include Group Benefits Advisor and Certified Health Insurance Specialist
Jonathan resides in Minesing, Ontario, where he lives with his wife and their two children.
Outside of work, he enjoys spending summers on Georgian Bay and winters skiing and playing hockey with family and friends.
Mutual funds Offered Through Investia Financial Services Inc