Jason Dong, FCSI, CIWM, CIM, M.Eng.

Vice President, Wealth Advisor

604-665-0676 | Email me
604-266-1147
1-800-641-5665

After getting his master's degree in systems engineering, Jason chose to put his academic skills to work and pursue his entrepreneurial ambitions.
 
Jason was one of the pioneers in the industry of financial information services in China, and was in the senior management in a public company listed in Hong Kong Stock Exchange.
 
Jason believes that communication and understanding is the key in a financial advisory professional practice. His strong background of entrepreneurship helps him to understand the financial needs of entrepreneurs and their families better.
 
Jason is a Fellow of CSI (FCSI®), a Certified International Wealth Manager(CIWM), and a Chartered Investment Manager (CIM®). He holds the Advanced Estate Planning & Trust Strategies (AETS) certification, the Advanced Investment Strategies (AIS) certification, and the Advanced Retirement Management Strategies (ARMS) certification.

Sharon Chan

Associate Wealth Advisor

604-665-0632 | Email me
604-266-1147
1-800-641-5665


Sharon has been in the financial industry for over 14 years.  Prior to joining RBC DS, she held a position at a leading U. S. based investment firm as a Senior Associate.  She provides team coordination and to support Jason in the day to day administrative responsibilities of his business, client account inquires, creating proposals, trading, managing accounts, marketing, research and to ensure that the highest standard of client services are maintained.
 
Sharon obtained her Associated Art degree in California and continued her study in Bachelor of Science degree in General Science from University of British Columbia.  She has also completed the Professional Financial Planning Course (PFPC) and Derivatives Fundamentals and Options Licensing Course (DFOL). Sharonis fully licensed as a Registered Representative and has obtained her options license.

Our Extended Team

person

Tony Markin, MBA, CPA, CA, CFP, TEP

Vice-President, High Net Worth Planning Services


person

Yat-Sze Lo, B.Comm., CPA, CA

Financial Planning Specialist


person

Matthew J. Leggett, CFP

Estate Planning Specialist