John Beckett

Vice-President & Investment Advisor

905-312-2925 | Email me

With over 40 years of industry experience, John brings vast knowledge of the financial markets to his high-net-worth client base.

John provides access to a wide range of services to help you achieve your important personal and financial goals. In addition to his broad experience with all aspects of the wealth management process, John specializes in the transfer of wealth.

In his free time, John loves to tackle do-it-yourself projects around the house. He is also the proud papa of three grandchildren.

Jeffrey Beckett, CIM, FCSI

Investment Advisor

905-312-2924 | Email me

Jeffrey has been in the financial services industry since 2008 and specializes in providing all-encompassing wealth management plans for high-net-worth clients.

Jeffrey’s primary focus is on financial forecasting and portfolio management, helping you to build and protect your wealth. In addition to being a Chartered Investment Manager (CIM), Jeffrey is a Fellow of the Canadian Securities Institute (FCSI) – a highly prestigious credential in Canadian financial services, reserved for industry members that demonstrate advanced education, esteemed ethical conduct and advanced experience.

A native of Dundas, Jeffrey is married and the father of two boys. In his spare time, he enjoys woodworking and spending time outdoors.

Jason Beckett

Associate Investment Advisor

905-312-2923 | Email me

Jason is a key member of the team with 10 years of experience in the financial services industry.

A graduate of the University of Toronto, Jason assists the team in the creation and management of comprehensive wealth strategies for high-net-worth clients.

Jason is married and the father of one boy.  When not at the office, Jason loves to fish and play hockey. He is an avid traveler, as well as a self-proclaimed grill master. He lives in Dundas.

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.

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