I first met Jason many years ago, likely as he was embarking on his career in finance. At the time, I was a relatively new investor making contributions to my RRSP; I still remember my initial experience and the positive impression he left on me during my first visits to his office.
After some less than satisfactory experiences with other investment companies, I thankfully reconnected with Jason and ultimately moved my investments to RBC Wealth Management. Jason and his team are attentive and have provided me with excellent advice and guidance over the years. Their professional approach, sound advice, and timely service in managing my portfolio is greatly appreciated.
I am also thankful to Jason and his team for the help that they have provided to my family. My husband and my son are now both satisfied clients of Hicks Wealth Management Group. The team also provided invaluable financial advice to my daughter when she changed careers and returned to university to complete a Masters program as a mature student.
On a personal note, I cannot say enough about Jason’s attentiveness to his clients. His approach is thoughtful, considered and he takes time to listen and get to know you personally, as well as understanding your financial needs and goals.
I would not hesitate to highly recommend Jason and his team to anyone who is looking for sound financial advice and guidance.
I was actually referred to Jason Hicks by my wife, a long-time and very satisfied client of Jason's.
Although I had been relatively successful building my financial portfolio on my own, I had come to realize that I would benefit from a more in-depth and professional approach to my financial planning. The personal connection and the thoughtful advice and guidance that Jason and his team have provided over the years, and especially during the recent challenging times, have been invaluable to me.
I am very confident in Jason and his team at Hicks Wealth Management Group, and I strongly recommend them to anyone who is looking for solid financial advice.
Jason Hicks is the best financial advisor that anyone could have.
Previously we had dealt with the bank for 20 years and were disappointed with our portfolio. We mentioned this to a friend who is a long standing client of Jason’s and he referred us to Jason and his team. He was more than happy with the service and portfolio management the Hicks team provided over the years.
We met with Jason and felt confident in moving our accounts to his team. We both have been extremely pleased with the service and management of our portfolio.
We would definitely recommend the Hicks Wealth Management group if you are looking for personalized service and professional advice.
- Jim and Pat C. (Current Clients)
I have been dealing with the RBC organization since the late 1980s and I began my dealings with Brian Cunliffe and having Brian and his team develop my personal financial portfolio at the start of my career. Over the years, I have received sound and solid advice from the Cunliffe team and later developed a relationship with Brian's partner, Jason Hicks. The Jason Hicks team has now picked up from where the Cunliffe team left off and I continue to get sound and solid advice. Jason has worked with me and my family to develop good financial planning for my kids and my mother to ensure that we have a good financial for future growth.
Here is the web page for Brian Cunliffe and his wonderful wealth management team. Brian Cunliffe knew my father and personally my wife and I are so happy to have Brian looking after our financial resources. He is a lovely gentleman and has decades of knowledge, kindness, skill and first class experience. He and Jason listen to your goals, concerns and offers sound advice. You would be in very good hands.
Brian Cunliffe retired April 2021 after 50 years with RBC Dominion Securities