Christopher R A Jacobs CIM

Christopher Jacobs, CIM

Investment Advisor & Portfolio Manager

905-841-4468 | Email me
905-841-7616
1-855-841-2299

Following a family tradition that started with W. H. Jacobs in 1923, Chris became an Investment Advisor in 1998, joining his father, Alec Jacobs, at RBC Dominion Securities. 
     
Chris focuses on matching clients' financial goals and objectives to appropriate investments by utilizing dynamic asset allocation and risk management techniques. For over 15 years, Chris has helped generate tax-efficient income for high-net-worth individuals, trusts and estates that require intensive management. He is experienced in tough market conditions and has strong relationships with key analysts, traders and research professionals who give him firsthand knowledge and access to pertinent market information. Chris holds the Canadian Investment Manager (CIM) designation.
 
He is well-versed in the advanced principles and practice of modern portfolio theory, and has achieved the advanced status of Portfolio Manager, a designation reserved for the highest level of investment manager in the industry.

Barb O'Connor

Associate Advisor

705-444-4705 | Email me

Extended Wealth Management Services Team

Janice Walsh, CA, CFP, CLU, CFC
Financial Planning Consultant
 
Since 1987, Janice has held various positions in the insurance and financial services industry. Her professional experience includes providing tax, trust, estate, retirement and financial planning services to high-net-worth clients. Janice works with us in preparing and presenting comprehensive Compass Financial Plans.

 

Estate Planning Specialists

 

Armed with the collective familiarity, wisdom and expertise that comes from managing the wealth of affluent and high-net-worth individuals, our Estate Planning Specialists offer you a capacity for delivering results that's unsurpassed in the industry.

With experts in the areas of trust, taxation, insurance, financial planning, Will, and estate law, we'll work with you and your professional advisors to ensure your personal, familial, corporate, risk management and future planning goals are met.

You'll enjoy the confidence and peace of mind that comes from knowing your wishes will indeed be carried out, and that your beneficiaries will enjoy a more a secure future.

They'll work with you and your professional advisors to ensure your personal, familial, corporate, risk management and future planning goals are met.

Ariel-Charles Guigui, B.Adm., LL.B.,TEP
Will and Estate Consultant
 
Ariel graduated from the University of Ottawa with a degree in Business Administration in 1992, and from the Faculty of Law in 1994 where he served on the editorial board of the Law Review. He was called to the Ontario Bar in 1996. Prior to joining RBC, Ariel spent five years teaching Real Estate Law and Estate Law at La Cit Collgiale in Ottawa. For the previous 12 years, Ariel held several positions at a major trust company, culminating in the role of Trust Manager.
 

Ariel is a member in good standing of the Law Society of Upper Canada, and the Society of Trust and Estate Practitioners (Canadian chapter). His significant practical experience in estate planning and administration allows him to offer valuable guidance during the creation of your estate plan.

Colin Ardill
Estate Planning Specialist
 
Colin employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance strategies that will help them achieve their wealth management objectives. For more complicated situations, Colin will partner with your other professional advisors in the development of appropriate solutions.
 

Colin can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, Colin has access to insurance solutions from the top-ranked insurance providers in Canada.

Business Owner Specialist

Bobby Hinduja, CPA, CA, CBV
High Net Worth Planning Services
RBC Wealth Management
 
As a member of the High Net Worth Planning Services team, Bobby, together with our team, helps you explore succession, tax, retirement and estate planning issues you face as a high-net-worth client.
 
Bobby has over 13 years of experience working with owners of privately held businesses to help them develop business succession, tax and estate planning solutions tailored to their goals and objectives. Prior to joining High Net Worth Planning Services, Bobby provided tax, retirement, estate and financial planning advice to RBC advisors and their clients. He has written articles on various topics including determining the value of a business, farm succession planning, tax planning and retirement planning.
 
Prior to joining RBC, Bobby was a Vice President at a boutique business valuation firm in Toronto where he worked with business owners to help them determine the value of their business for divestitures, litigation, tax and estate planning purposes. He also worked with owners to help them identify the value drivers of their business.
 
Bobby is a Chartered Business Valuator, a Chartered Professional Accountant and has a Bachelor of Commerce degree from the University of Toronto. He has also completed Levels I and II of the CPA In-Depth Tax Course.