As founder of The Jones Private Client Advisory Group of RBC Dominion Securities, Ryan is an accredited Portfolio Manager with a well-honed talent for critical analysis of the global economic and financial markets and a unique ability to navigate complex financial matters.
With over 25 years of experience in the financial industry, Ryan specializes in designing strategic and tax-effective investment portfolios, focused financial plans, and optimal retirement income for individuals and families, corporations, endowments, and pensions.
Ryan focuses on three key areas for every client: designing achievable, well-calibrated financial plans with specific timelines and goals in mind; building a customized investment portfolio and Investment Policy Statement (IPS); and combining those components in a tax, estate, and insurance strategy with his extended team. Ryan will capture your goals, priorities, and concerns in an easy-to-follow written plan that he reviews with you on a regular schedule.
He has developed a unique network of professional executives, pensions specialists, commercial and corporate experts in private, public, and not-for-profits organizations. Ryan’s guidance along with introduction and access to partners that offer clients a wide breadth of expert counsel rarely found in today’s highly mobile and remote financial planning industry.
Do you have a clear, all-encompassing plan in place for your future? We can start with a coffee to find out if our process is a good fit for you and go from there.