Jonah Kagan Email & Phone Number
Financial Advisor @ Creative Planning Financial Group
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Jonah Kagan Location
- Toronto, ON, CA
Jonah Kagan Work
- Financial Advisor @ (September 2021 - Present)
- Wealth Advisor and Portfolio Manager @ (January 2014 - Present)
- Group Benefits Advisor @ (January 2014 - June 2022)
- Financial Planning and Wealth Advisor @ (January 2014 - November 2021)
- Wealth Advisor @ (April 2012 - December 2013)
- Category Business Manager @ (December 2008 - March 2012)
- Category Marketing Consultant @ (September 2006 - November 2008)
- Business Analyst @ Canadian Tire Corporation (May 2004 - August 2005)
- Operations Analyst @ Canadian Tire Corporation (September 2002 - April 2004)
Jonah Kagan Education
- York University - Schulich School of Business
MBA
2005-2006 - Ivey Business School at Western University
Honours Business Administration (Business Administration and Management, General)
2001-2002
Jonah Kagan Skills
- Investments
- Finance
- Management
- Financial Planners
- Business Strategy
- Portfolio Management
- Retail
- Competitive Analysis
- Cross-functional Team Leadership
- Strategy
- Consumer Products
- Merchandising
- Financial Analysis
- Insurance
- Accounting
- Marketing
- Brand Management
- Forecasting
- Cash Flow
- Pricing
- Inventory Management
- Product Development
- Marketing Strategy
- Investment Advisory
- Strategic Planning
- Financial Modeling
- Financial Planning
- Cross Functional Team Leadership
Jonah Kagan Summary
- Jonah Kagan, based in Toronto, ON, CA, is currently a Financial Advisor at Creative Planning Financial Group. Jonah Kagan brings experience from previous roles at Aligned Capital Partners Inc., Bearing Capital Partners Inc. and BMO Nesbitt Burns. Jonah Kagan holds a 2005 - 2006 MBA @ York University - Schulich School of Business. With a robust skill set that includes Investments, Finance, Management, Financial Planners, Business Strategy and more. Jonah Kagan has 2 emails and 1 mobile phone numbers on RocketReach.
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Jonah Kagan
Financial Advisor
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