Our Extended Team
Financial Planning Consultant
Jason Nelson grew up in Markham, Ontario. He graduated from the University of Ottawa in 1997 with a BSSc (Political Science). He began his career with Royal Trust as an Account Manager in the Wealth Management Group. In 2001 Jason became accredited as a Financial Planner, receiving his Personal Financial Planner designation from the Institute of Canadian Bankers. In 2005, Jason joined RBC Dominion Securities as a Financial Planner where he provided financial planning and advice to our clients. Jason was named the Financial Planning Consultant for our Royal Bank Plaza branch in 2010.
Jason's primary role at RBC Dominion Securities is to work with advisors in preparing comprehensive financial plans, and ensure that their clients receive professional financial planning information, and a professional experience. Jason is also licensed by the securities regulator, including options and futures, and is licensed as a Life Insurance Agent by the Financial Services Commission of Ontario, giving him unique insight into the financial lives of our clients.
Barrington Grey, BA, CFP, CLU
Regional Insurance Specialist
After four years with a leading life insurer, Barrington joined RBC Dominion Securities in 1993. In 1995, Ontario was one of the last provinces to have Investments Advisors dually licensed for securities and insurance and Barrington was called upon to help the Investment Advisors successfully integrate insurance within their book of business to meet their clients' objectives. In the same capacity, Barrington has also worked and continues to successfully work with advisors and their clients on other platforms within the RBC Financial Group.
RBC Wealth Management Financial Services Inc. offers a team of highly qualified professionals and accredited Estate Planning Specialists / Financial Security Advisors that focus on strategic insurance solutions. Offering independent knowledge and advice to deliver and execute key solutions for your personal and corporate insurance needs, they collaborate with those from among the best internal and external resources, including Canada’s leading insurance suppliers. Whether related to the creation, protection or transfer of wealth, they will partner with you, your RBC advisor(s) and your other professionals to assess your wealth management needs and deliver comprehensive solutions.
Our ability to add value comes down to one thing: our relationships with you, our valued clients. We are passionately dedicated to helping you build your wealth and live the way you want
Kelly Rivard, LL.B
Will & Estate Consultant
Kelly received her law degree from the University of Western Ontario in 1993 and was called to the bar in 1995. She practised in the areas of litigation, family law and estate planning at a law firm until joining a major trust company in 1996, where she worked in a variety of roles involving estate administration and planning. Kelly joined RBC Dominion Securities in 2003. Kelly received her Certified Financial Planning (CFP) designation in 1998 and is a member of the Society of Trust and Estate Practitioners (STEP). Kelly's significant practical experience in the estate planning and administration field, coupled with her financial planning expertise, allows her to offer guidance on both the tax and personal implications of your estate plan.
Banking designed for your unique high-net-worth needs
Private Banking delivers a tailored banking experience that is designed for your individual needs, however varied or diverse. In consultation with you, your Private Banker will create a sophisticated package that is customized to include:
- A full complement of banking options
- A range of personal, family trust or holding company accounts
- A sophisticated suite of credit tools
Using credit to create wealth management planning opportunities
Many high-net-worth clients use credit to grow their wealth. Your Private Banking team includes a dedicated Manager of Credit Structures who can draw on high-end credit vehicles to help you create personal equity in your company, acquire or diversify investment holdings, purchase real estate, provide financial assistance for family members or consolidate your existing lending.
Partnering with Canada's top private bank
We are proud to work with RBC Private Banking, which has once again been ranked number one in Canada for its private banking services in the 2017 Euromoney Private Banking and Wealth Management Survey. This is the 10th consecutive year that RBC Private Banking has topped the Euromoney survey.
For more information on tailored RBC Wealth Management Private Banking solutions, please contact us to arrange a discussion today.