We understand your goals and dreams are as individual as you are, and therefore provide unique, personalized attention to each client. Our investment planning services include assisting clients with diversification, strategic asset allocation and personalized risk management. We help you make the best investment decisions factoring in all relevant tax considerations to achieve your current and future goals.

Our investment planning services include:

initial assessment of needs and services
maximizing returns while minimizing risk
choosing the right tools to build your portfolio
minimizing taxes
saving for education and retirement

Our objectives for you include:

capital preservation
funding lifestyle through cash flow
portfolio appreciation
risk management

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"As a young health professional working to grow a small business and practice, working with Jonathan and his team allows me to focus on what is important, while remaining confident my financial and business interests are in capable hands. Their personalized approach to proactive financial planning and tax strategies is second to none."

~ Owner-manager Professional Services ~

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We serve clients in Toronto/GTA including Pickering, Scarborough, Vaughan, Hamilton, Mississauga, Brampton, Newmarket, Markham, Ajax, Whitby & Oshawa as well as other Canadian cities including Calgary, Vancouver, Sarnia, Montreal & in the USA including California, Florida, Washington & Colorado.

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Jonathan Ruben Professional Corp.

Chartered Accountant

Chartered Professional Accountant

Certified Financial Planner

56 Shaftesbury Avenue
Toronto ON M4T 1A3
Call: 416.487.3000 x225

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One PBS Inc. / Jonathan Ruben Professional Corporation

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