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

Senior Portfolio Manager

Phone Number403-299-7094
|
Email me

Ron Roberts

Associate Investment Advisor

Phone Number403-266-9660
|
Email me

Andrea Strass

Associate

Phone Number403-266-9610
|
Email me

Heather McMillan

Associate Advisor

Phone Number403-266-9675
|
Email me

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.