Jonathan Davies grew up in Bedford, Nova Scotia. He attended Bishop’s University in Lennoxville, Quebec where he earned a Bachelor of Business Administration degree with a double major in marketing and management. After university, Jonathan co-owned and operated his own landscape company for 7 years where he gained valuable knowledge in all aspects of running his own business. 

In 2008, Jonathan started working at IG Wealth Management. He earned his CERTIFIED FINANCIAL PLANNER^® designation in 2014, and his Registered Retirement Consultant designation in 2015. In 2019, he earned his Chartered Life Underwriters designation. Since he started at IG, Jonathan has won a number of awards, including the Pillar Award in years 2 and 4 for exceptional productivity and growth as a new consultant. Jonathan has built a strong team and they manage over $100M in assets as of 2023. 

Jonathan loves helping and meeting engaged professionals, pre-retirees, and business owners, and applying all of his financial planning expertise to build long-term relationships and see clients achieve their goals. 

Jonathan has two children, Hank and Hadley. In his spare time he loves to play golf and hockey, be creative, travel and explore the outdoors. 

Phone: (902) 441-5693

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Julie joined IG Wealth Management in 2018 while living in Winnipeg, and in 2020 she joined Jonathan Davies’ team as an Executive Assistant when her family returned to Atlantic Canada.  

Julie has an extensive background in administration, education, and supportive roles and has thoroughly enjoyed applying those skills as part of the Davies team.

Committed to furthering her education, she completed the Canadian Investment Funds course, as well as the Life License Qualification program and is now an Associate Consultant with the team.

Julie lives in Rothesay, New Brunswick with her husband, their five children and wiener dog Wilson. She enjoys gardening, music, and spending time with family and friends.

Phone: (204) 960-5158

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Cathy joined the Jonathan Davies Private Wealth Management team at IG in 2014 after 32 years working for a chartered bank. During her time in the banking industry she held her MFDA license for 18 years and her main focus was personal lending and investing. She brings to the team a strong background in administration, compliance, investing and customer service. She thoroughly enjoys assisting our clients with their administrative needs.

Cathy has spent many years as an active equestrian (until cancer knocked her out of the saddle). She also enjoys playing the piano, reading, and gardening (although she admits she is fairly new and not very good at it).

Phone: (902) 497-1642

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