Jonathan Somerton
About Jonathan Somerton
Jonathan Somerton is an Associate Consultant at IG Wealth Management, where he manages a $68 million practice and specializes in tax, insurance, and estate planning. He has a background in accounting and finance, having studied at the College of the North Atlantic and previously worked as a Junior Accountant at BDO Canada.
Work at IG Wealth Management
Jonathan Somerton has been an Associate Consultant at IG Wealth Management since January 2020. He previously served as a Consultant at IG from 2016 to 2020. In his current role, he manages a practice valued at $68 million, focusing on providing financial advice and solutions. His responsibilities include tax, insurance, and estate planning, leveraging his expertise to assist clients in achieving their financial goals.
Education and Expertise
Jonathan Somerton studied at the College of the North Atlantic, where he completed a degree in Business Administration with a focus on Accounting from 2012 to 2016. He also studied Accounting and Finance during the same period. His educational background provides him with a strong foundation in financial management, which he applies in his consulting role.
Background
Jonathan Somerton has a personal connection to financial management, inspired by a gift from his grandmother—a Brinks Safe he received at age 8. This early influence shaped his interest in finance. Additionally, his passion for helping business owners stems from his parents, who are entrepreneurs. This background informs his approach to client relationships and financial planning.
Previous Experience
Before his tenure at IG Wealth Management, Jonathan worked as a Junior Accountant at BDO Canada for two months in 2015. This experience contributed to his understanding of accounting practices and financial reporting. His career at IG began shortly after, where he developed his skills further as a Consultant before becoming an Associate Consultant.
Achievements
Jonathan Somerton has received recognition for his performance in the financial advisory field. He was awarded for being in the top 1% of advisors at IG Wealth Management in both 2016 and 2017. These awards reflect his commitment to providing high-quality financial advice and his effectiveness in managing client relationships.