Jonathon Palfrey, CFA

Managing Principal, Portfolio Manager - Private Clients & Foundations


Jon joined Leith Wheeler in November 1996 after spending the preceding six years in real estate finance in Vancouver. He has helped build a large practice of Private Clients and their families along with Charitable organizations across the country. Jon is responsible for the strategic direction and management of the Private Client and Foundation practice nationally. He has been on the Board of Directors of Leith Wheeler since 2006 and is proud to have opened Leith Wheeler offices in Calgary in 2011 and Toronto in 2016.

Jon graduated from the University of British Columbia in 1990 with a Bachelor of Commerce degree in Finance and Urban Land Economics. He has been a Chartered Financial Analyst (CFA®) charterholder since 1997 and has been a long time member of CFA Vancouver. Jon is the former Chair of Music in the Morning Concert Society and former Chair of the Professional Advisors Committee of the Vancouver Foundation. He volunteers on other charitable committees in the health care industry, and is keenly interested in helping Private Clients with their philanthropy.







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