As Senior Wealth Planner, Jonathan McMurrich provides planning expertise to business owners, high-net-worth individuals, and their families in the areas of tax, business succession, risk management, retirement, estate, and philanthropy planning. Jonathan works closely with professional advisors to identify priority issues, develop solutions and implement strategies to build and maintain wealth.
Prior to joining Gluskin Sheff, Jonathan was part of the wealth planning group at Assante Private Client, where he worked closely with high-net-worth individuals and families to develop effective planning strategies in the areas of tax, business succession, estate, and risk management. His previous experience includes working directly with owner-managers and high-net-worth clients on responsibilities that varied from assurance engagements to tax compliance at Fuller Landau LLP, a boutique professional services firm.
Outside of the office, Jonathan is passionate about staying active. He has participated in multiple Ironman 70.3 events and continues to be an active participant in the triathlon community.
Current role
Director Of Corporate Communications, International at Pegasystems
Global Head Of Learning & Development at Clearwater Analytics
Vice President Quality Assurance at Aldeyra Therapeutics
Director, Global Supply Chain at JUUL Labs
Vice President, Learning & Development at Zeta Global
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