Jonathan Werner

Financial Planner

Jonathan has worked in the financial industry for over 11 years including time working as a manager with both Investors Group and Sun Life. My experiences with these larger companies have provided me with the foundation I needed to truly be an asset to my clients. I have been a part of Leipert Financial for two years and truly appreciate and support our client first approach. I have knowledge and experience with both insurance and investments and enjoy working with clients in these areas and creating a plan that works for them.

Education, experience and skills

Bachelor of Administration Degree, major in Finance and Marketing
Certified Financial Planner (CFP) designation
Registered Retirement Consultant (RRC) designation

Phone: 306-359-0776 (office)
Email: j.werner@leipertfinancial.com
Location:  Regina Office

Leipert Financial Group and Core Benefits work together to provide the best range of services for you. If you are looking for help with group benefits, visit Core Benefits for more information.

Quintessence Wealth (Q Wealth) is a partnership that is registered as a portfolio manager, exempt market dealer and investment fund manager. The portfolio manager registration allows Q Wealth to provide investment advice to its clients. The exempt market dealer registration allows Q Wealth to engage in trading activity. These services are provided by Q Wealth through registered advising representatives and dealing representatives, respectively.

Q Wealth is a partnership that is owned by its partners, including Leipert Financial Group. As a client of Q Wealth, you may receive services from both Q Wealth and Leipert Financial Group. Note that individuals from Leipert Financial Group will only provide investment advice and trading advice if they are registered as advising representatives and dealing representatives of Q Wealth, and in providing such services, they will be doing so on behalf of Q Wealth only. Leipert Financial Group may however provide wealth management services such as financial planning, estate and retirement planning, insurance, group benefits and others.

Q Wealth Partners is a registered trade name of Quintessence Wealth, a registered Portfolio Manager in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Quebec, and Saskatchewan, an Investment Fund Manager in Newfoundland and Labrador, Ontario, and Quebec, and an Exempt Market Dealer in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Quebec, and Saskatchewan. The Ontario Securities Commission (OSC) is the principal regulator for Quintessence Wealth. Please visit www.qwealth.com for more information.

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Jonathan Werner

Financial Planner

Education, experience and skills