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Senior Wealth Advisor
Backed by 15 years in the financial services industry – 12 of those with RBC Dominion Securities – Jason believes that communication and understanding is the key to building solid relationships with clients and helping them achieve their financial goals. With his strong background of entrepreneurship, Jason has developed a deep understanding of the financial needs of business owners and their families.
After earning his master's degree in systems engineering, Jason chose to put his academic skills to work and pursue his entrepreneurial ambitions. One of the pioneers in the industry of financial information services in China, Jason held a senior management role in a public company listed on the Hong Kong Stock Exchange. In his current role, Jason’s wealth management practice encompasses investment portfolio management, retirement and estate planning, wealth protection and business succession strategies. Jason is a Fellow of CSI (FCSI), a Certified International Wealth Manager (CIWM), and a Chartered Investment Manager (CIM). He also holds the Advanced Estate Planning & Trust Strategies (AETS), Advanced Investment Strategies (AIS), and Advanced Retirement Management Strategies (ARMS) certifications.
Associate
Drawing on his exceptional organizational skills, Jay works closely with Jason Dong to ensure clients get an exceptional level of service. In his current role, Jay is licensed to take trades, handles fund transfers, and is the first point of contact for our clients for any administrative needs.
A graduate of the University of Saskatchewan, Jay’s academic background equipped him with a deep understanding of finance, economics, and investment strategies, laying a solid foundation for his career in wealth management.
Jay is also a licensed associate, and has successfully completed the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), and Wealth Management Essentials (WME) courses.
For more than 20 years, Leila has provided exceptional client service in a range of roles for high end institutional and retail clients, joining RBC in 2018. With her sophisticated understanding of our clients’ financial needs, Leila delivers on client expectations and is known for answering queries and resolving issues quickly and effectively.
By working in close collaboration with RBC partners and independent professionals, Leila supports our team in providing customized financial solutions for clients. She also organizes and plans a series of activities designed to build strong customer relationships.
Leila is committed to furthering her industry education on an ongoing basis. Fluent in English and Mandarin, she graduated with a Bachelor of Arts from Southwest University in China and a Diploma in International Trade from the British Columbia Institute of Technology. Leila is also an options licensed representative, and has completed the Canadian Securities Course, Conduct and Practices Handbook (CPH) Course and the Derivatives Fundamentals and Options Licensing (DFOL) course through the Canadian Securities Institute.
Associate Advisor
Echo possesses a robust academic foundation in finance coupled with extensive professional experience. Holding a Bachelor's degree in International Business Law from China and an MBA from the University of Southern California, Echo's educational journey reflects her dedication to mastering the intricate world of finance.
With an impressive career spanning many years, Echo has consistently demonstrated her expertise in providing exceptional financial services to clients across Asia, the USA, and Canada. Her diverse background has equipped her with a global perspective and a keen understanding of various financial markets and regulations.
Echo brings over 15 years of financial experience to help clients by treating each client with a personal touch and fostering relationships that extend beyond the professional realm. She believes in approaching her work with a friend-to-friend mindset, ensuring her clients feel comfortable and confident in their financial decisions.
Leveraging her academic prowess and hands-on experience, Echo is adept at customizing financial plans that align with the unique goals and aspirations of her clients. She is passionate to help individuals navigate their financial journeys effectively and empower them towards financial prosperity and peace of mind.
