Feel confident in your wealth and financial plan
Our number one priority is understanding your needs, concerns and goals so that we can design fully personalized strategies to help you reach the financial future you have envisioned. By staying in touch and updating your plan on a continuous basis, you can feel confident you are on track to achieving your financial goals. Our industry-leading RBC partners provide expert advice in tax, estate planning, insurance, credit and banking solutions to ensure you have a comprehensive and cohesive financial plan and investment strategy.
Jamison harnesses his expert knowledge to ensure sound advice, expect execution and peace of mind for clients with broad and complex wealth management needs. Prior to joining the RBC team, Jamison was a vice president and portfolio manager at a boutique investment management firm. He is a graduate of Western University with a degree in finance and is a Chartered Financial Analyst (CFA) Charterholder, an advanced global designation for investment management professionals.
