Jason Dong - Meet the team

Jason Dong, FCSI, CIWM, CIM, M.Eng.

Vice President, Wealth Advisor

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

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

Vice-President, High Net Worth Planning Services

Tony specializes in tax and estate planning for business owner and high net worth families.

He has over 20 years of experience providing solutions and guiding high net worth families and business owners in the areas of tax, business succession, estate planning and intergenerational wealth transfer. Tony believes in taking a holistic approach to provide comprehensive planning solutions for clients.

Tony is a Chartered Accountant and a Certified Financial Planner. He holds a Masters in Business Administration in Global Asset and Wealth Management from Simon Fraser University as well as a Bachelors of Commerce from the Sauder School of Business at the University of British Columbia.

He has completed the Canadian Institute of Chartered Accountants In-Depth Tax Course as well as a number of advanced tax courses related to tax, succession, and estate planning as well as wealth transfer and asset preservation for business owners.

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

Financial Planning Specialist

Coming from one of the major global accounting firms, Yat-Sze brings a broad range of experience to her role as a Financial Planning Specialist. In her previous role as a senior tax manager, she spent many years working with private companies, high-net-worth individuals, trusts, and partnerships. Her work included tax minimization through appropriate tax planning (corporate and personal, including estate planning) and corporate restructuring.

Yat-Sze is a Chartered Professional Accountant (CPA, CA). She completed her Bachelor of Commerce at the University of British Columbia and has completed all three levels of the Canadian Institute of Chartered Accountants’ In-Depth Tax Course. She has also completed the Advanced Tax Course for Owner-Managed Businesses.

As a Financial Planning Specialist, Yat-Sze’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial and tax planning concerns you might have.

Matthew J. Leggett, CFP

Estate Planning Specialist

Matthew is a valuable member of your advisors’ planning team, working to help you create, preserve and transfer wealth by incorporating insurance solutions into a comprehensive financial plan. Matthew’s relationships with top-ranked Canadian insurance companies are a tremendous asset when working to secure and protect your wealth.

Specializing in estate planning, Matthew provides customized solutions to address concerns related to excess taxation, estate preservation and business succession commonly faced by our firm’s clientele.