When you entrust your investments to Jason Baba Wealth Management Group, you’re not simply depositing money in the bank. Jason is dedicated to providing superior customer service for all clients. With an expansive portfolio consisting of sophisticated and knowledgeable investors, Jason makes every effort to ensure continual financial gain on behalf of his clients. Jason is fully supported by:

  • A strong administrative support staff

  • A dedicated Financial Planner, Will and Estate Consultant and Insurance Specialist

  • A network of professionals within RBC

  • A network of outside professionals, including chartered accountants to help clients with simple or complex tax planning situations and lawyers for trust and estate needs

Jason Baba

Director & Portfolio Manager

403-299-7094 | Email me

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. Jason has been a member of the Chairman's Council at RBC Dominion Securities since 2012.

Over the past 25 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.

Ron Roberts

Associate Advisor

403-266-9660 | Email me

Ron began his career with Richardson Greenshields (later merged with RBC Dominion Securities) in 1988. He worked in various back office capacities early in his career before becoming an Associate Advisor in Calgary in 1996. Ron's extensive market and administrative experience that he has gained over the past 30 years in the industry is a valuable resource within the team. Ron's responsibilities include trading, administration, assisting in portfolio reviews and retirement plans, and he is a key point of contact for clients.

Andrea Strass

Associate

403-266-9610 | Email me

Andrea brings over 20 years of industry experience to the team. After graduating from the University of Calgary with a Bachelor of Arts degree, Andrea joined another investment firm as an Investment Specialist. In 1999 she joined RBC Dominion Securities as an Associate. Andrea provides integral support to the team in the day-to-day management of our client’s affairs and her in depth knowledge allows her to provide valuable and timely service. Her responsibilities within the team include trading, administration, client contact and assisting with the wealth management process which includes financial planning, estate planning and tax planning.

Heather McMillan

Associate Advisor

403-266-9675 | Email me

Heather brings over 12 years of experience in the financial services industry to the team. After graduating with a Bachelor of Arts Degree at Wilfrid Laurier University, and a Post Graduate Degree in Marketing Management, she moved to Calgary to continue her career with RBC Royal Bank. In 2011, Heather joined RBC Dominion Securities. Her responsibilities include trading, administration, client contact and assistance.

Extended team


John Simes, LLB

Will and Estate Consultant

John provides information on structuring estates in an efficient and tax-effective manner. He can provide a report outlining individual client estate planning issues for exploration in further detail. John attended the University of Manitoba and received a Bachelor of Laws degree in 2002. Prior to joining RBC Dominion Securities John worked with a prominent national law firm and a large trust company where he gained extensive experience in estate administration, Wills, trusts, powers of attorney and personal directives. John is a member of The Law Society of Alberta, The Canadian Bar Association and The Calgary Bar Association.
 

Kelly Kotello, B.Comm., CA, 

Financial Planning Specialist

Kelly is a Chartered Accountant (CA) with over ten years of post designation experience.  Kelly completed her Bachelor of Commerce degree (major in Accounting) at the Haskayne School of Business at the University of Calgary.  She has also completed Level 1 and 2 of the CICA In-Depth Tax Course.  Prior to joining RBC, she was a tax manager at one of the leading international public accounting firms.  Kelly specialized in providing tax preparation and tax planning to individuals, owener managers, corporate and high net worth clients.

Kelly’s role is to work with and support our team in preparing and presenting comprehensive Compass Financial Plans. 
 

Mike Macoun, CLU, RHU

Insurance Specialist

Mike employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance products that will help them achieve their wealth management objectives. He has access to insurance solutions from the top-ranked insurance providers in Canada. He has acquired the Chartered Life Underwriter and Registered Health Underwriter designations and been in the insurance business since 1988.