Judgment, coordination, and disciplined execution.
You get a lead advisor and coordinated specialist support—integrated into one plan, not fragmented across separate conversations.
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Jamison McAuley, CFA
Portfolio Manager & Wealth Advisor
McAuley Wealth at RBC Dominion Securities
Jamison works with business owners, senior executives, and multi-generational families who have done the hard part—building wealth—and now want a clearer, more disciplined approach to protecting, growing, and deploying it with intention.
The Approach
One belief drives everything: As wealth grows, the real challenge is rarely "finding a product." It's building cohesive wealth architecture—integrating portfolio strategy, retirement income design, tax coordination, risk management, and estate planning into one clear system.
Clients value structure, straightforward advice, and steady guidance through major transitions: business sales, retirement, inheritance, concentrated stock positions.
The work follows a simple process: Discover → Design → Implement → Monitor. The goal is to reduce complexity, improve decision quality, and keep you aligned with long-term priorities—especially when markets turn volatile or life changes quickly.
The Platform
Implementation is coordinated across RBC's broader ecosystem, bringing together the right expertise in tax planning, estate strategy, insurance, credit, and banking—so you're not managing fragmented advice across multiple professionals.
Background
Before joining RBC, Jamison was a Vice President and Portfolio Manager at a boutique investment management firm, where he developed deep respect for risk management, portfolio construction, and the discipline required to compound wealth over decades.
He holds a degree in Finance from Western University and is a CFA Charterholder.
The Mandate
Help clients make better decisions with their money—so they can live well today while building a durable legacy for the future.
Schedule Your Discovery Meeting