Monika is a Chartered Professional Accountant (CPA, CA) and a Certified Financial Planner (CFP). She received her Bachelor of Business Administration (major Accounting) from Mount Royal University and completed all three levels of the Canadian Institute of Chartered Accountants’ In-Depth Tax Course.
Prior to joining RBC, Monika was employed as a tax manager at one of the major global public accounting firms where she specialized in accounting, tax planning and compliance services for individuals, owner-managed and corporate clients.
Monika’s primary role at RBC is to work together with advisors in preparing and presenting comprehensive Compass Financial Plans.
Jason is a Chartered Accountant (CA). He holds a Bachelor of Commerce degree from the University of British Columbia and has completed all three levels of the Canadian Institute of Chartered Accounts’ In-Depth Tax Course.
Coming from one of the major global accounting firms, Jason brings a broad range of experience to his role as a Financial Planning Specialist. In his previous role, his work included tax minimization through appropriate tax planning (corporate and personal) and business restructuring. Jason’s client base included high-net-worth individuals, private companies, trusts and partnerships.
As a Financial Planning Specialist, Jason’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial, tax and retirement planning concerns you might have.