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As a team with a combined 58-plus years of financial services experience – 18 of which have been spent together – our careers can be defined by one overarching theme: doing right by our clients and our communities, every step of the way.
Senior Portfolio Manager, Investment & Wealth Advisor
Jay is a passionate people person and business-minded leader with nearly 30 years of experience at RBC Dominion Securities. As senior portfolio manager, investment advisor, and wealth advisor of Kilgannon Wealth, he sees it as his primary responsibility to align our clients’ financial needs with their personal and familial goals. To do so, he takes pride in building meaningful, long-lasting relationships with a select group of like-minded clients who are open and honest about their hopes for the future.
A graduate of the University of Toronto with a double major in economics and accounting, Jay has shown a dedication to furthering his skill set throughout his career. He is life insurance licensed and a Certified International Wealth Manager (CIWM). He was also named a Fellow of the Canadian Securities Institute (FCSI), the highest honour in Canadian financial services.
A dedicated family man, Jay is married with four teenaged sons, each of whom is actively engaged in a variety of extracurricular activities. Together, the family enjoys golfing, skiing, playing tennis, and spending time in Florida. A lifelong resident of Durham Region, Jay is very involved in the community and has served on the boards of the Ajax Pickering Hospital Foundation, the Station Gallery, and the Rotary Club, and is currently on the board of the United Way Durham Region and Epilepsy Durham Region.
With over 30 years of financial services experience, 18 of which have been spent alongside Jay, Natalie has proven herself to be the heart and soul of our team. A dedicated professional and attentive listener, she handles all administrative tasks with ease and truly enjoys assisting our clients with their inquiries in a timely and efficient manner. As our first point of contact, Natalie is proud to deliver a familiar and steady service that puts our clients’ needs first.
Before beginning her career at RBC, Natalie studied literature and psychology at York University. In addition to her studies, she has since completed the Canadian Securities Course (CSC) from the Canadian Securities Institute. A resident of Durham Region for over 25 years, Natalie and her husband enjoy travelling, hiking, canoeing, and exploring the great outdoors.
The newest member of our team, Taylor is an eager professional skilled at providing an unparalleled client experience. She is passionate about making clients feel comfortable and looks forward to building trust and relationships with those we serve. As administrative assistant, Taylor supports Natalie in all administrative tasks and handles our client events and social media outreach functions.
Taylor attended George Brown College where she earned an Advanced Diploma in Business Administration. A lifelong learner, she looks forward to pursuing further education in the field to refine her wealth management expertise. Taylor and her partner, Gavin, have a young son and are excited to get involved in the Oshawa community.