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Senior Portfolio Manager
As a Portfolio Manager with RBC Dominion Securities, Jason is dedicated to helping you build not only wealth but a better future for you and those you care about. During his career, he has acquired the advanced industry designation of Chartered Investment Manager (CIM) so that he is able to provide the highest level of professional discretionary management of client assets.
Jason draws on his in-depth knowledge and nearly 25 years of experience, including previous positions within RBC, to develop comprehensive wealth management solutions for his clients. His 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.
Associate Wealth Advisor
As an accomplished Associate Wealth Advisor with over 10 years of industry experience, Devyn is dedicated to helping individuals and families achieve their financial goals and secure their future. She believes that effective wealth planning goes beyond numbers – it requires a deep understanding of clients’ unique circumstances, aspirations, and values.
This approach has earned Devyn a solid reputation for providing insightful guidance and tailored wealth management strategies to the families she works with. Devyn also remains at the forefront of industry trends and innovations through continuous learning and professional development. Her focus on the team is primarily on portfolio construction, market research, financial forecasting, and estate planning.
Associate
As an Associate with several years of experience at the firm, Andrei has a solid foundation of financial principles and exceptional client service skills. With a commitment to building lasting relationships and a dedication to providing personalized, attentive support, Andrei ensures our clients receive the highest level of service.
Staying up to date with market trends and industry developments is a priority for our team, so Andrei complements his knowledge and experience with ongoing education and training. This allows him to offer clients informed and relevant information, contributing to their financial success and satisfaction. Andrei focuses on being the first point of contact for client requests, onboarding, service, and order execution.
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