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Owning and operating a successful company commands a lot of time and attention. Every day, you make critical decisions that affect the financial health of your business. So, you know how important it is to have the best possible services and products to help effectively manage your finances — we can help.
Our business owner solutions can be ideal if you need help:
Vice-President, Portfolio Manager, Investment & Wealth Advisor
Jay is a life time resident of Durham Region and has been serving clients at RBC Dominion Securities for over 25 years. He has served on the boards of Ajax-Pickering Hospital Foundation, Durham Region United Way and the Station Gallery. Jay is life insurance licensed, and has completed not only his Fellow of the Canadian Securities Institute, but also his Certified Professional Consultant on Aging. He most recently completed his Family Enterprise Advisor designation through UBC's Sauder School of Business to give him a broader understanding of how family business works. Jay lives in Brooklin with his wife, Angela, and his four sons who are very busy with soccer, lacrosse, skiing, golfing and much more!
Natalie has over 25 impressive years of experience with RBC Dominion Securities and is the heart and soul of the team. She is adept at addressing all varieties of client needs in a timely and efficient manner. Natalie studied Literature and Psychology at York University and is securities-licensed. She lives in North Oshawa with her husband and two daughters.