A Global Outlook with a Local Perspective


The Cooper Wealth Advisory Group is a collaborative team of talented professionals that work together with you to define, assess, and fulfill your financial goals. With diverse experience, perspective and expertise, you can be confident your financial goals are our top priority.

 
 
Established in 1901, RBC Dominion Securities is Canada’s leading full-service wealth management firm with over 400,000 clients worldwide managing 230 billion dollars in assets. Located In 146 communities across Canada, RBC DS is backed by the strength and stability of the partnerships of RBC Wealth Management and RBC Royal Bank.

Jason Cooper, CIM

Associate Portfolio Manager & Wealth Advisor

780-493-7738 | Email me
780-426-7838 | Connect


With a focus on client's entire financial picture, Jason integrates the most academically sound investment strategies with comprehensive wealth management. After graduating from the University of Alberta with two degrees and spending time in personal finance with a leading national bank, Jason was asked to join RBC Dominion Securities in 2005 as an Investment Advisor. Jason develops the investment strategies for all clients, overseeing the creation of tax-effective wealth management solutions.

 

Jason is a passionate advocate for financial literacy and education, and in the past has provided stock market updates on Edmonton radio, delivering financial talks to graduating University and college students and created and provided informative sessions on tax-efficient investing and retirement planning.
 
Jason and his wife enjoy family time raising their two daughters in Southwest Edmonton. Jason recently achieved the prestigious Chartered Investment Management (CIM) designation, one of the top designations in finance.

Nicole Singh, FMA

Associate Advisor

780-493-7737 | Email me

Nicole has been in the Financial Services industry since 1997, bringing over 20 years of experience and knowledge to Jason’s clients.  She monitors all wealth management strategies, assists with scheduling and managing client review meetings and develops and strengthens client and strategic partner relationships.

Samantha Rozak

Administrative Assistant

780-493-7768 | Email me

Samantha is a recent graduate from the University of Alberta, and has been with Cooper Wealth Advisory Group for a year as a student intern, subsequently joining the team full time upon the completion of her bachelors of commerce degree. Samantha manages administrative functions including scheduling client meetings, following up on client inquiries, and preparing client reports. She also assists Jason with the creation of financial projections and presentations for clients.

Our Extended Team

person

Avideh Parent, LL.B, TEP

Will & Estate Consultant, RBC Wealth Management


person

Florence Smith, CPA, CGA

Financial Planning Specialist, RBC Wealth Management


person

Faisal Jamal, CPA, CA

Vice-President & Business Owner Specialist, RBC Wealth Management