Have Questions? + 604.514.3347
Have Questions? + 604.514.3347

GET TO KNOW OUR PEOPLE

Jon Wartman, Advisor

Family is Jon’s first priority- he lives in Cloverdale with his wife Yolanda and his two daughters Madison and Quinn. Jon graduated from Trinity Western University with a BBA in personal financial planning and joined Schmidt + Funk shortly after graduating in 2006 and quickly went on to getting his Certified Financial Planning (CFP) designation. Jon highly values and strives for integrity, honesty, transparency and doing what’s best for his clients. Jon enjoys being involved in charity work with various organizations and motivating his friends and families to join him. His favourite non-profits are BC Children’s Hospital and the Surrey Food Bank. Jon is also involved with his local church, The Village. If he is not at work during the week you can find him being active with his two daughters, playing 18 holes of golf, or at the hockey rink.

 

Active Outdoorsman

CFP

Powder Junkie

Golf Fanatic

Loving Dad

Beer League Hockey Allstar