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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



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:



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


Professional experiences:

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Educational experiences:

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My Platforms:

My portfolio:

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