Jason is a Chartered Accountant (CA). He holds a Bachelor of Commerce degree from the University of British Columbia and has completed all three levels of the Canadian Institute of Chartered Accounts’ In-Depth Tax Course.
Coming from one of the major global accounting firms, Jason brings a broad range of experience to his role as a Financial Planning Specialist. In his previous role, his work included tax minimization through appropriate tax planning (corporate and personal) and business restructuring. Jason’s client base included high-net-worth individuals, private companies, trusts and partnerships.
As a Financial Planning Specialist, Jason’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, tax and retirement planning concerns you might have.
John attended the University of Manitoba and received 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.
John is a member of The Law Society of Alberta, The Canadian Bar Association and The Calgary Bar Association.
Faisal specializes in tax and estate planning for high net worth families.
Prior to joining RBC, Faisal was a tax senior manager with a mid-sized accounting and advisory firm, as well as with a multi-national accounting firm. Faisal’s expertise includes tax and estate planning for high net worth individuals and families, professionals, and business owners.
Faisal is a Chartered Accountant and his educational background includes the completion of the CICA’s in-depth tax course (Level I, II and III), a Bachelor of Arts in Economics from the University of Victoria, and a Masters of Professional Accounting from the University of Saskatchewan. He is also a member of the Canadian Tax Foundation.
As a Premier Banking Advisor, Michael Ashong provides banking and credit solutions to select high-net-worth individuals and their families. Acting as a single point of contact, he partners with Investment Advisors and Counsellors across Calgary and provides personalized service, and tailored advice to efficiently and effectively manage their day-to-day banking needs.
With five years of experience in financial services at RBC, Michael is well-respected by his clients and industry peers, and has received top performer recognition.
Born and raised in Accra, Ghana, Michael holds a Bachelor’s Degree in Social Science, Specialization in Economics from the University of Ottawa. He is committed to giving back to his community and volunteers with the Calgary Junior Achievement Mentoring Program, Big Brothers Big Sisters of Calgary and the Calgary Inter-Faith Food Bank Team.
Michael currently resides in the Calgary area with his wife and son. When he isn’t hard at work for his clients, you’ll find him spending time with his family and friends, walking, travelling, camping, cooking and keeping up on world events.