Meet the team

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.

"In order to help, we must be knowledgeable, ask the right questions and listen." Working with clients for more than 20 years, Patrick believes empathy is the key to understanding people. "Learning what matters most, and providing meaningful advice with purpose is why I am passionate about what I do."

Collaborating with our team of professionals, Patrick helps implement wealth management plans by using insurance based solutions that preserve wealth, increase estate values and transfer wealth to the next generation.

While driven to succeed, it is Patrick's family that brings him the most joy. Together they enjoy parks, travelling, and biking. He is fluent in Polish, German and English, and remains active in the industry by volunteering for Advocis, The Financial Advisors Association of Canada. He's also proud of curating the best espresso not found in your local coffee shop.

As a Private Banker with RBC Wealth Management, Jeffrey (Jeff) Mill and his team bring over a decade of experience in financial services by providing tailored and comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families.

Based in Red Deer, Jeff works with a select number of clients in Red Deer and the Central Alberta area to address their often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions. Jeff and his team excel at providing the highest level of customer satisfaction and contact at all times.

When necessary, he can access specialists from across RBC in order to work collaboratively to provide a complete range of complementary services, from investment management to estate and legacy planning, and from domestic and international trust services to sophisticated credit and leverage strategies to support individual short and long term goals.

Jeff’s financial services career spans 15 years, and has included roles in personal banking and business banking, where he worked with diversified businesses to provide both lending and financial planning advice and counsel.

Jeff and his family moved to Red Deer in 2016 where they currently reside. His holds his designations as a Certified Financial Planner and Personal Financial Planner, as well as a Honour’s Bachelor of Arts from McMaster University. In his life outside of the office, he enjoys golf and hiking with his family.