John Beckett

Vice-President & Investment Advisor

905-312-2925 | Email me

John is an Investment Advisor to individuals, trusts and foundations. He has spent his entire career working with clients helping them navigate the financial markets. John helps his clients understand and implement the wealth management process and provides an excellent client experience.

His dedication to family life forms the core of his personality. His close relationship with his own family allows him to understand his client’s family dynamics from the inside.

John has the motivation and skill to bring the vast resources of RBC Wealth Management to the individual experience of each of his clients.

Jeffrey Beckett, CIM, FCSI

Associate Investment Advisor

905-312-2924 | Email me

Growing up in Dundas, a sense of community has been instilled in Jeffrey since a young age. Now with many years of experience as an Investment Advisor, he has the opportunity to contribute to the community.

As a key member of the Beckett team, Jeffrey works hard to provide his clients with a great experience and ensure that all of their financial needs receive his personal attention. Over the last few years, Jeffrey has put forth great effort to obtain his Chartered Investment Manager (CIM) designation. This accomplishment allows Jeffrey to specialize in high-level investment strategies, among other things. In addition to his CIM designation, Jeffrey is a Fellow of the Canadian Securities Institute (FCSI), the pinnacle of financial services credentialing and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and the industry.

His focus on Portfolio Management, Wealth Planning, and Client Education have helped him build lasting relationships with the families he works with and the new clients he meets.

In the spring of 2016, Jeffrey and his wife Lauren welcomed their first child, their son Carson. In his spare time, Jeffrey enjoys woodworking, spending time outdoors with family, and restoring a 17’ classic wooden boat, a 1957 Chris-Craft Sportsman.

Jason Beckett

Associate Investment Advisor

905-312-2923 | Email me

Providing honest and trustworthy advice in our community.

Jason Beckett moved to Ancaster from the Dundas area 4 years ago. After completing his education at the University of Toronto, Jason started work ensuring a perfect client experience with John and Jeff. Growing up in the area, Jason bought his first home in Ancaster near his office, a perfect fit.

In his free time, Jason (a self-proclaimed grill master) loves to fish and play hockey and go traveling with his girlfriend Annie. Jason and his brother Jeff are involved in community events such as theatre Ancaster and the soap box derby for the Ancaster Heritage day’s parade.

About Your Team

Our Approach

At RBC Wealth Management our approach is to build a team around you of accredited professionals, each specializing in disciplines like Investment Management, Estate and Financial Planning, Business Owner Planning, Credit and Insurance. Dedicated to understanding how you see the future, we are committed to using all of our resources to insure that everything you worked so hard to attain is secure for your lifetime and beyond. This approach has made RBC Wealth Management one of the top 10 wealth managers in the world and by far the largest in Canada.

Classic Portfolio Management

We focus our client portfolios on the principals of classic portfolio theory. Proven strategies that use dividend income and high annual distributions allow us to more finely tune our advice to the needs of our clients.

We observe many investors who see themselves at odds with financial holdings that seem better suited to financial product suppliers rather than what is just right for them.

We believe that this is the result of having the core competency of many financial services people is salesmanship, and not one that is based on market knowledge, personal experience and a vast team of portfolio strategists that support what we do every day.

Your Legacy, Passing on Wealth

Successful people who have accumulated wealth throughout their lives are driven by a need to protect what they have achieved. The life work that has gone into this achievement, once protected, becomes a legacy; wealth and family strategy that is handed down from one generation to the next. A life’s legacy does not just happen, strategy that focuses on the minimization of taxes, the strategic use of insurance based investments and the thoughtful use of the trust structure is only delivered through accredited professionals. Our support from RBC Wealth Management delivers these professionals to our wealthy clients.