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Senior Associate Portfolio Manager, Investment Advisor & Financial Planner
Nick started his career in the financial industry in 1999 with another major bank. He progressed through various client-facing roles before transitioning to wealth management in 2007 as a Financial Planner.
Throughout the financial crisis, Nick realized he didn’t have all the tools he needed to advise his clients properly, so he decided to make the move to RBC Dominion Securities in 2010.
Dedicated to helping clients navigate their evolving needs and the financial landscape, Nick met the internationally recognized standards and obtained his Certified Financial Planner (CFP) designation. In 2015, he obtained his Chartered Investment Manager (CIM) designation and his Associate Portfolio Manager title, allowing him to offer full-service discretionary investment management for his clients. Nick is also life insurance licensed, enabling him to develop a comprehensive and personalized financial plan to help ensure your continued success.
Raised in Whitby, Nick lived in the community until he and his wife, Michelle, purchased a hobby farm outside of Lindsay in 2007. He is passionate about spending time outdoors and is dedicated to training and trialling his Labrador Retrievers. Nick continues to give back to his sport as an active judge for local and national field trial competitions.
Senior Portfolio Manager, Investment Advisor & Financial Planner
Jason first entered the financial industry in 2002 with another major financial institution. A firm believer in hard work and dedication to client service, he rapidly advanced through progressively senior banking roles. Prior to joining RBC Dominion Securities in 2016, Jason acted as the Branch Manager for multiple bank branches.
To complement his years of experience and provide customized financial plans tailored to each client's goals, Jason obtained his Certified Financial Planner (CFP) designation. He has also acquired the Chartered Investment Manager (CIM) designation, the industry standard for discretionary investment and portfolio management services. As a member of the first graduating class of Oshawa’s University of Ontario Institute of Technology (UOIT), Jason earned a Bachelor of Commerce (Honours) in 2007.
Working within the Michie Wealth Management Group allows Jason and his clients to establish long-term relationships, which he values as a key principle of his business.
After moving to Whitby at a young age, Jason continues to live in the Durham region with his wife and two children. In addition to spending time with his family, he enjoys participating in various sports, including hockey and running.
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