Jack is a recent graduate of Western University, where he earned a degree in Business Management and Organizational Studies with a specialization in Finance. His passion for financial markets and research has driven him to continually expand his skill set, including hands-on experience with key financial tools and programs that support smart, data-driven investment decisions.
At Western, Jack deepened his knowledge both in and out of the classroom. As a member of the Western Capital Markets and Western Investment Club, he actively managed his own investment portfolio and participated in trading simulator competitions, gaining practical insights into real-world market dynamics.
Currently, Jack is preparing to write the CFA Level I exam as part of his commitment to ongoing professional development and his goal of delivering even greater value to his team and clients.
In his role at RBC Wealth Management, Jack supports branch leadership with daily operations and project execution, while also working alongside Lupo Wealth Management on research, trading, investment strategy, client service, and marketing initiatives.
Known for his enthusiasm, approachability, and genuine care, Jack takes pride in building strong relationships and helping clients achieve their financial goals. Outside the office, he enjoys spending time outdoors fishing, playing hockey, and golfing