Jonathan Michaelsen Fisc

Jonathan Michaelsen Fisc: Email & Phone Number

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Senior cross border wealth and tax specialist at Wealth Defined|Canada

Position:

Senior cross border wealth and tax specialist at Wealth Defined

Location:

Canada

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Last updated: 2026-07-17
Updated: 2026-07-17

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j******n@lba.ca
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Work Experience 8 years

Senior cross border wealth and tax specialist at Wealth Defined

Jun 2022 - Current

Financial Planner at Letko Brosseau

Jun 2022 - Mar 2024

Crossborder Financial Planner & Financial Analyst at MCA Cross Border Advisors Inc.

Jan 2021 - Jun 2022

Regional Investment Funds Specialist at BMO

Nov 2018 - Jun 2021

Finance advisory - Commodity and Derivative Valuation at KPMG Deutschland

Jul 2018 - Oct 2018

Jonathan is proficient in English, French, and German. Their professional focus is Asset Management, Business Communications, and Business Development across 3 core areas.

Jonathan holds Enrolled Agent (EA), Canadian Securities Course (CSC®), and Certified Financial Planner (CFP) certifications.

Education

Master of Tax Law - M.Fisc at Université de Sherbrooke

Certificate in Financial Planning at Université TÉLUQ

Bachelor of Commerce (B.Com.) at Concordia University

CEGEP - John Abbott College

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