JonĀ Lambe, BComm., CFA

Investment Advisor

403-299-5261 | Email me
403-299-7100

Jonathan (Jon) graduated from the Haskayne School of Business with Bachelor of Commerce, Finance Degree in 1999 and then completed the three year CFA program in 2004.  Jon started his career as a corporate analyst and then as a risk manager and professional trader before transitioning to private wealth. Jon's unique combination of experience provides him a unique skill set within the team to help families make the best possible risk adjusted investment decisions. Jon is a native Calgarian who has been active on volunteer boards including the Energy Risk Management Association of Calgary (ERMAC) and active participation and fundraising for events such as the Ride to Conquer Cancer & Hockey for the Cure.  Jon lives in the inner city with his wife and three children.

BradĀ Hearst, ABA, Finance

Associate

403-299-7362 | Email me

Brad has been working in the industry for over 5 years and has extensive experience managing high net worth clients. His commitment to client service and attention to detail makes him an invaluable part of our team. Brad was born and raised in Calgary and received his degree from Mount Royal University.

Jason Fong, BComm, CA

Financial Planning Specialist

Coming from one of the major global accounting firms, Jason brings a broad range of experience to his role.  To compliment Jon's investment management services, Jason's specialties include tax minimization through appropriate tax planning (corporate and personal) and business restructuring. 
 
 

Faisal Jamal, CA

Ultrahigh Net Worth Planning Services
 
Faisal specializes in tax and estate planning for high net worth families.  Prior to joining RBC, Faisal was a tax senior manager with an accounting and advisory firm, as well as a multi-national accounting firm.  Faisal is a Chartered Accountant and his education includes completion of CICA's in-depth tax course (Level I, II, III) a BA in economics from the University of Victoria, and a Masters of Professional Accounting from the University of Saskatchewan.
 
 

John Simes, J.D.

Vice President and Will & Estate Consultant
 
John attended the University of Manitoba and recieved a Juris Doctor in 2002.  Prior to joining RBC, John worked with a prominent national law firm and a large trust company where he gained extensive experience in estate administration, Wills, trusts, powers of attorney and personal directives.