Service, Support and Security

To continue to build and maintain the client/advisor relationship, Jason strongly encourages personal meetings with our clients at least once a year, or at the client’s request, to present a thorough annual review and performance analysis.

You’ll also benefit from receiving quarterly portfolio review statements and by having access to the resources of the member companies of RBC, Canada’s largest bank and leading financial services provider. This includes online access to your account, which can be integrated with your RBC Royal Bank accounts through DS Online.

Wealth management goes beyond investment advice and money management to address a wide range of concerns relating to your financial and life goals. You will also benefit from accessibility to professional guidance in the following areas:

RBC Private Banking: giving you access to sophisticated credit and banking services

Education savings plans: to help create advanced education opportunities for others

Charitable giving planning: to help create your own charitable foundation where you create the investment mandate, which charities monies flow to, and receive favourable tax treatment when stocks with a capital gain are donated

 Estate planning: ensures that your family is cared for and that your money goes where you want it to, should something happen to you