Jason began his career with RBC Dominion Securities in Edmonton in 1992. Initially hired as an Investment Advisor, he was soon promoted to Branch Manager. He and his family moved south in 2002, to manage the Calgary branch. He was named Vice President at RBC Dominion Securities in 1998 and named a Director in 2016.
For over 30 years Jason says that he has been privileged to work alongside some of the best Investment Advisors in the country. His tenure with RBC Dominion Securities has resulted in the establishment of a strong network of experienced professionals within RBC, including private and retail banking, and trust services.
“I believe in a disciplined approach to investing and a holistic approach to wealth management,” he explains. “This business is not just about managing money. It’s about people. Being entrusted with the responsibility to help shape my clients’ financial futures is something I take very seriously.”
A firm believer in the importance of continuing education, Jason earned his Bachelor of Arts in Economics Degree from the University of Alberta in 1991. He became a Certified Investment Manager in 1994, a Chartered Financial Analyst in 1997, and a Certified Financial Planner in 2007.
Jason lives in Calgary with his wife, Theresa, and children, Samuel and Sophia.