Jon's legal expertise spans the realms of securities, investment fund management, and corporate law, where he lends his knowledge to a diverse clientele, including both public and private entities, those managing investment funds, securities professionals, real estate ventures, trust corporations, and pioneers in digital assets. His advisory services extend to guiding the inception, governance, and operational strategies of investment, real estate, and private equity funds. Furthermore, Jon provides strategic counsel on mergers, acquisitions, and both public and private financing deals.

His proficiency is not limited to advisory roles; Jon is deeply involved in ensuring regulatory compliance, overseeing registration processes, and enhancing compliance protocols for his clients, spanning registered firms and individuals alike. This includes crafting, evaluating, and refining compliance methodologies.

Jon's experience is showcased through his contributions to significant projects, such as aiding SmartBe Wealth Inc. in launching an exchange-traded fund on the Aequitas Neo Exchange and assisting Accelerate Financial Technologies Inc. with introducing three alternative mutual funds on the Toronto Stock Exchange. Additionally, he has played a pivotal role in the development of various pooled and real estate funds for Portland Investment Counsel Inc.

His insights into the regulatory landscape are valuable resources for digital asset ventures navigating Canadian regulations. Jon has authored several articles, offering guidance on regulatory challenges, investment fund regulations, and emerging trends in the digital assets domain. These contributions underscore his status as a thought leader in his field.

Jon's commitment extends beyond his professional practice. He serves as the Corporate Secretary for Odyssey Trust Company and co-chairs the Alberta Chapter of the Alternative Investment Management Association. His community engagement includes a directorship at the Prairie Securities Traders Association.

His expertise has not gone unrecognized. Jon has consistently been acknowledged by The Best Lawyers in Canada® for his work in Securities and Private Funds Law since 2020 and has been featured in The Canadian Legal Lexpert® Directory for his contributions to Corporate Mid-Market and Investment Funds and Asset Management since 2017. Additional accolades include recognitions in Lexpert's special editions on Technology, Health Sciences, and Energy.

Jon's legal foundation is built on an LLB from the University of Western Ontario, obtained in 2005, and a BCom from the University of Alberta, achieved in 2002, solidifying his legal acumen since his admission to the Alberta bar in 2006.