Jonathan McMurrich CPA, CA, CFP®, TEP
Senior Wealth Planner
If there’s one thing that stands out in Jonathan’s mind, it’s that communication and delivery are paramount. “We can prepare the best wealth plan on the street, but the ability to communicate it in a meaningful way—and make it happen—is what makes the difference,” he says.
Jonathan is a graduate of the University of Waterloo’s School of Accounting, where he obtained his Bachelor of Accounting and Financial Management, as well as his Masters of Accounting (MAcc).
While in school, Jonathan was part of co-op placements at both RBC Capital Markets and The Woodbridge Company Limited, one of Canada’s largest single-family offices. After graduation, he joined a Toronto-based boutique accounting firm, where he worked with owner-managers across a variety of industries and sectors. Jonathan went on to planning roles with Assante Private Wealth and Gluskin Sheff before joining Newport in June 2023.
Jonathan has continually honed his expertise to bring greater value to his clients. He is an accredited Chartered Professional Accountant (CPA), Chartered Accountant (CA), Certified Financial Planner (CFP®), and Trust and Estate Practitioner (TEP).
An avid triathlete, Jonathan knows the value of planning, dedication, and hard work, and tries to apply those principles to both his work and personal life. Jonathan lives in Burlington with his wife, son, and chocolate lab, GG.