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Jon D. Canaday, M.B.A., Ph.D.
Office Phone: 816-233-7672 Website: www.efp-llc.com
Mobile Phone: 816-351-3836 Email: jon@efp-llc.com
jcanaday@stjoelive.com
Profile: linkedin.com/joncanaday
Employment Objective
Financial Planner position in St. Joseph, Missouri
Professional Experience
Financial Planner and owner of Evergreen Financial Planning, LLC, St. Joseph, Missouri
CFP ® Candidate, CFP Board ID 80138, Work Experience Requirement in progress
Owner, St. Joseph Property Management, St. Joseph, Missouri
Research Scientist and Program Manager, Government of Canada, Ottawa, Ontario, Canada
Graduate Teaching Assistant, Department of Physics, University of Guelph, Guelph, Ontario, Canada
Graduate Teaching Assistant, Department of Physics, University of Calgary, Calgary, Alberta, Canada
Engineer, Pratt & Whitney Aircraft, East Hartford, Connecticut
Education
CFP Professional Education Program, College for Financial Planning, Denver, Colorado
Ph.D., Physics (Solid State), University of Guelph, Guelph, Ontario, Canada
M.Sc. Physics (Nuclear), University of Calgary, Calgary, Alberta, Canada
M.B.A., University of Arizona, Tuscon, Arizona
B.S., Engineering, University of Oklahoma, Norman, Oklahoma
Areas of Financial Planning Specialization
Budget analysis and management
College loan repayment plans
Risk management and insurance
Investment portfolio review
Savings and investment goals for:
Major purchases
Children's education
Retirement and estates
Encore careers
Professional Affiliation
Financial Planning Association
Additional Skills
Teaching
Writing
Program Management

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Jon Canaday Resume

  • 1. Jon D. Canaday, M.B.A., Ph.D. Office Phone: 816-233-7672 Website: www.efp-llc.com Mobile Phone: 816-351-3836 Email: jon@efp-llc.com jcanaday@stjoelive.com Profile: linkedin.com/joncanaday Employment Objective Financial Planner position in St. Joseph, Missouri Professional Experience Financial Planner and owner of Evergreen Financial Planning, LLC, St. Joseph, Missouri CFP ® Candidate, CFP Board ID 80138, Work Experience Requirement in progress Owner, St. Joseph Property Management, St. Joseph, Missouri Research Scientist and Program Manager, Government of Canada, Ottawa, Ontario, Canada Graduate Teaching Assistant, Department of Physics, University of Guelph, Guelph, Ontario, Canada Graduate Teaching Assistant, Department of Physics, University of Calgary, Calgary, Alberta, Canada Engineer, Pratt & Whitney Aircraft, East Hartford, Connecticut Education CFP Professional Education Program, College for Financial Planning, Denver, Colorado Ph.D., Physics (Solid State), University of Guelph, Guelph, Ontario, Canada M.Sc. Physics (Nuclear), University of Calgary, Calgary, Alberta, Canada M.B.A., University of Arizona, Tuscon, Arizona B.S., Engineering, University of Oklahoma, Norman, Oklahoma Areas of Financial Planning Specialization Budget analysis and management College loan repayment plans Risk management and insurance Investment portfolio review Savings and investment goals for: Major purchases Children's education Retirement and estates Encore careers Professional Affiliation Financial Planning Association Additional Skills Teaching Writing Program Management