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Connect with Jonathan Braams,

Institutional Portfolio Manager by Day, Financial Coach by Night

Connect with Jonathan Braams,

Institutional Portfolio Manager by Day, Financial Coach by Night

Introduction

Headline:

Institutional Portfolio Manager by Day, Financial Coach by Night

I am a(n):

Financial coach Entrepreneur Valuist Saver Investor Personal finance geek Family man Dad Cyclist Pianist

I know a lot about:

Personal finance Financial independence Earning more Aligning spending with values Saving Investing Financial consciousness Business Financial optimization Work life balance

I am the go-to for:

Improving your personal financial situation

I can help you:

  • Figure out whether the JBFI Inc. financial coaching program is a good fit for you
  • Speak about financial independence at your event / workplace / school

Why me:

Have spent the last decade developing a system and program to track, organize, and optimize personal finances.

I am available for:

N/A

About

My story:

At the age of 12, I discovered the magic of compound interest. That sparked my interest in personal finance. This drove me toward studying Finance in University and pursuing a career in investment management. I started my career in retail investment management (high-networth brokerage) and soon after transitioned to institutional investment management. I currently work as a Portfolio Manager for one of Canada's largest institutional investors, specializing in global Private Timberland and Farmland investments. I launched JBFI Inc. in 2018 to provide financial coaching and guest speaking to spread the word about financial independence.

Disclaimer that applies to my financial coaching program and guest speaking: The opinions expressed herein are mine alone and not the opinion of my employer or other association.

My mission:

To inspire, educate, empower, and support individuals on their Journey to Be Financially Independent – so that they can take control of their lives and focus their time and money on what they value most.

My core values:

Client Value Dare to be different Accountability Keep it simple Pay it forward / giving

My greatest accomplishments:

I rode my bicycle across Canada when I was 16 years old.

Individually reached millionaire status in my early 30's (the less sexy way - earning more, spending less, and saving/investing the difference).

I am fulfilling my dream of starting a business to spread the word about Financial Independence and help others along their Journey to Be Financially Independent ("JBFI").

My hobbies/activities:

Cycling Piano Hiking Snowshoeing Snowboarding

My goals:

Help 50 individuals and/or families significantly improve their financial situation.

Launch an online financial coaching course.

Read, listen to, and/or watch this:

Your Money or Your Life by Vicki Robin

Fun facts:

I have a 4 month old son who is just the best!

I didn't own a car until I was 32 and we were expecting our first child.

I attended University with the CEO of Pick My Brain. We worked on a Consulting Project together as part of a 400-level Operations Management course that we were in.

I want to learn more about:

Financial Independence Personal Finance Earning More Aligning Spending with Values Saving Investing

Resume

Professional experiences:

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Educational experiences:

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Portfolio

My Platforms:

My portfolio:

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Reviews

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