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Senior Wealth Advisor
Backed by 30 years of experience in the financial services industry, Jason draws on his expert knowledge to develop comprehensive wealth management solutions for his clients. Jason joined RBC Dominion Securities in 2008, and was previously a Financial Planner at another major Canadian financial institution. In his current role, Jason’s breadth of experience, expertise and credentials help ensure sound advice, expert execution, and peace of mind for clients who need solutions for broad and complex wealth management needs. He provides access to a comprehensive range of services to help you build and protect your wealth.
A graduate of the University of Toronto, Jason holds a Bachelor of Economics degree from the University of Toronto, where he was captain of the Varsity Blues basketball team. A firm believer in ongoing professional development, Jason has acquired the advanced industry designation of Certified Financial Planner (CFP).
Jason grew up and still lives in Etobicoke and, away from the office, enjoys spending quality time with his wife, Valerie, and their three children.
Associate Wealth & Investment Advisor
As an Associate Wealth & Investment Advisor, Dan is a lead point of contact for several clients’ and meets continuously with his clients to have a true understanding on what motivates and inspires them. Dan primarily works with established high-net-worth individuals, business owners, and young business professionals who want to engage in growing their family’s wealth.
After graduating from the University of Guelph with a Bachelor of Commerce degree specializing in Economics and Finance. Dan spent 7 years working with a large investment team under one of the top female advisors at another bank-owned financial institution. This advisor gave him the opportunity to enter the industry and work endlessly to gain a complete understanding on the importance of providing not only investment management but by focusing on keeping clients goals on track and their overall wealth planning. During this time, Dan earned numerous financial industry designations such as the Chartered Investment Manager (CIM®), the Fellow of CSI (FCSI®), and is a Certified Financial Planner (CFP®) professional. Dan became licensed in life, accident and disability insurance in 2017.
In 2019, he joined RBC Dominion Securities and has been a key member of two large investment groups at the Etobicoke branch. With over 12 years of wealth management experience and his credentials, Dan is well equipped to advise his clients and their families on holistic wealth management. He regularly speaks with clients to discuss wealth strategies and investment recommendations. He frequently meets with clients to discuss their full wealth planning needs and provides in-depth financial planning projections. Dan leverages the strength, experience, and expertise of the most qualified partners both internally and externally to personalize solutions for his clients and their families.
Dan lives in Etobicoke with his wife Shannon and daughter Tessa. Away from the office, Dan enjoys staying active in the True North Hockey League, Toronto Sport & Social Club, and a member of the Swansea Tennis Club.
Associate
Robert joined our team here in November of 2023 and brings wealth management experience from working at the Toronto branch for the past 4 years. Robert graduated from Toronto Metropolitan University (formerly called Ryerson University) back in 2009 with a Bachelor of Commerce degree in Finance.
Prior to joining RBC Dominion Securities in 2020, Robert worked in wealth management with a major bank and has over 12 years of experience in financial services. Robert is fully licensed for trading and has earned many financial industry designations such as the CSC® (Canadian Securities Course), CPH® (Conduct and Practices Handbook) and WME (Wealth Management Essentials).
Outside of work, Robert enjoys watching movies and spending time with family and friends.
Ivy joined our team here in June of 2025 and brings wealth management experience from working at the Beaches branch over the past four years. Ivy graduated from Western University in 2018 with a Bachelor of Arts specializing in Financial Economics.
Prior to joining RBC Dominion Securities in 2021, Ivy worked as a Banking Advisor, and Bilingual Client Representative at a major bank. Ivy is fully licensed for trading and has earned many financial industry designations such as the CSC® (Canadian Securities Course), CPH® (Conduct and Practices Handbook) and IFC (Investment Funds in Canada).
Away from office, Ivy enjoys spending time with her husband Vince and daughter Audrey.
Katarina joined our team here in June of 2025 and brings wealth management experience from working in business development of advisor channel sales at RBC. Katarina graduated from Mohawk college, with an Advanced Diploma in Business Administration in 2019. Katarina also graduated from Toronto Metropolitan University (formerly called Ryerson University) with a Bachelor of Commerce, specializing in Business Technology Management in 2022.
Katarina has earned many financial industry designations such as the CSC® (Canadian Securities Course), CPH® (Conduct and Practices Handbook) and WME (Wealth Management Essentials).
Away from office, Katarina enjoys traveling with her husband, and spending time with their three cats.
