Jay Fettinger

Vice-President & Investment Advisor, Financial Planner

604-535-3890 | Email me
778-999-2020

With over 20 years of experience managing private and corporate client wealth, Jay concentrates on providing the very best guidance, navigation and advice the financial service industry has to offer. Clients trust Jay and his team of professionals for advice and guidance in all aspects of their financial affairs, including:

  • Investment Portfolio Structure
  • Complex Financial Planning
  • Wealth Preservation Planning
  • Estate Organization Strategies
  • Business Succession Guidance
  • Commercial Banking Expertise
  • Investment Banking Counsel  

Jay leads a team of professionals in the review of each client’s overall financial picture – We manage as a whole. Our team is composed of financial planners, lawyers for estate planning, life & estate specialists and commercial and private bankers.

Jay’s business focus is on managing the assets and financial details of the following:

  • Senior Level Business Executives
  • High Net Worth Families
  • Business Owners
  • Self-made Entrepreneurs
  • Technology, Healthcare, Legal and Accounting sector Professionals

Clients see me as their private CFO. With a thorough understanding of each client’s unique situations, Jay thoroughly explains his custom service platform and provides solutions that make sense for their individual situation – We construct custom designed portfolios to fit your unique financial situation.

Coupling his experience and commitment to his client’s financial wellbeing, Jay has been appointed Vice President and one of the top Investment advisors of RBC Dominion Securities. He holds the highest designations in the financial industry, which are Financial Management Advisor (FMA) and Fellow of the Canadian Securities Institute (FCSI).

Outside of work, Jay and his wife Linda of many years enjoy their home and property in south Langley. Being an active member of the community Jay believes in giving back through a variety of organizations and charities.  

Jennifer Bishop

Associate

778-292-6052 | Email me
604-531-4586
1-800-663-4664

Jennifer joined RBC Dominion Securities in November 2007 after 10 years with RBC Royal Bank, most recently in the White Rock Branch. She has an extensive banking background and a passion for client service.

Jennifer has completed her Canadian Securities Course and is a fully licensed Associate.

An important part of Jay's team, Jennifer assists clients with their administrative needs and ensures that you get the expert advice and assistance you need, when you need it.

Jennifer has lived in White Rock for the last 15 years with her son Liam. She loves to give back to the community, most recently volunteering at the Peace Arch Hospital Gala and is involved in any RBC sponsored event.

Ultra-High Net Worth Specialists

person

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

Vice-President, High Net Worth Planning Services, RBC Wealth Management


person

Aileen LaBorie, LL.B, TEP

Vice-President, High Net Worth Planning Services, RBC Wealth Management


Financial Planning Specialist

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Eugene Dautzenberg, CPA, CA

Financial Planning Specialist, RBC Wealth Management


Will & Estate Specialist

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Dana George, LL.B

Will & Estate Consultant, RBC Wealth Management


Estate Planning Specialist

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David Temple, CLU

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Business Owner Specialists

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

Vice-President & Business Owner Specialist, RBC Wealth Management


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Aileen LaBorie, LL.B, TEP

Vice-President & Business Owner Specialist, RBC Wealth Management