Garrett Watson, CFA, CMT

Investment Advisor

403-299-7368 | Email me
403-229-7100 | Connect
1-800-310-6484

Garrett brings over 17 years of experience in the financial service industry to his clients. He represents a long-term perspective in the financial advisory sector which provides his clients the advantages of a deeper relationship and execution of inter-generational family wealth management objectives.

With considerable career experience in risk management and global macro trading, Garrett values developing clear, concise strategies to help achieve the financial goals and objectives helping business owners, professionals, and those transitioning to retirement. Garrett firmly believes in utilizing the most forward thinking in terms of tax, estate and financial planning to help facilitate informed decision making for his clients. He is dedicated to providing a special client experience from initial client discovery to throughout the strategy execution and ongoing monitoring process. His group’s integrated resources ensure optimal client outcomes.

Garrett holds both the Chartered Financial Analyst (CFA) & Chartered Market Technician (CMT) designations. He is options/futures licensed and is also a licensed Insurance Representative. Garrett lives in Calgary with his wife and son, and in his leisure enjoys staying active with his family bison farm. 

Rebecca Manske

Associate

403-299-7022 | Email me
403-299-7100
1-800-310-6484

Rebecca ensures our processes run uninterrupted by ensuring all administrative aspects of the business are functioning. She is the main point of contact for all things administrative — online access, bank wires, cheque requests, statement inquiries, documentation etc.

Navigating You Through Your Financial Journey

Our immediate internal team is supported by a network of industry leading specialists in investment and tax strategy, philanthropic guidance, trusts, Wills and Estates, business owner planning, credit and insurance. Our depth of expertise is unparalleled and gives us the ability to navigate virtually any complex financial situation for the benefit of our clients.

   Eric Milner CHS, CLU, Estate Planning Specialist

Having begun his career in the financial services industry in 2003, Eric has a diverse range of experience working in both sales and management positions, within a variety of Canadian life insurance companies. He joined RBC WM FS in 2014.

With experience in both personal and corporate insuranceplanning, Eric is able provide unique and customized solutions to meet your needs and maximize the financial and tax advantages of insurance products. He focuses on wealth management solutions to manage financial risk, business assist in the realization of philanthropic goals.

Focused on continual learning, Eric obtained a Bachelors degree (BA) from Ambrose University College along with a number of industry designations including the Chartered Life Underwriter (CLU) in 2012, followed by the Certified Health Specialist (CHS) in 2014. He has also completed and obtained the Canadian Investment Manager (CIM) designation in 2010. Along with the above educational pursuits, Eric is also a member of ADVOCIS, The Financial Advisors Association of Canada, which is the oldest and largest voluntary professional membership association of financial advisors and planners in Canada.

Eric lives in Calgary with his wife and four children and enjoys an eventful social life. He is actively involved in community organizations and is an avid reader.

   Jason Fong CA, Financial Planning Specialist

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. Jasons client base included high-net-worth individuals, private companies, trusts and partnerships.

As a Financial Planning Specialist, Jasons 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.

   Monika Zarzycki CA, CFP, Financial Planning Specialist

Monika received her Bachelor of Business Administration (major Accounting) from Mount Royal University. She is a Chartered Accountant (CA) and has completed all three levels of the Canadian Institute of Chartered Accountants In-Depth Tax Course.

Prior to joining RBC, Monika was employed as a tax manager at one of the major global public accounting firms where she specialized in accounting, tax planning and compliance services for individuals, owner-managed and corporate clients.

Monikas primary role at RBC is to work together with advisors in preparing and presenting comprehensive Compass Financial Plans.

   John Simes J.D.VP, Will & Estate Consultant

John attended the University of Manitoba and received a Bachelor of Laws degree in 2002. Prior to joining RBC, John worked with a prominent national law firm and a large trust company where he gained extensive experience in estate administration, Wills, trusts, powers of attorney and personal directives.

John is a member of The Law Society of Alberta, The Canadian Bar Association and The Calgary Bar Association.

   Faisal Jamal CA, Business Owner Specialist

Prior to joining RBC, Faisal was a senior tax manager with a mid-size accounting and advisory firm, as well as with a multi-national accounting firm. Faisal's expertise includes tax and estate planning for high net worth individuals and families, professionals, and business owners.

Faisal is a Chartered Accountant and his educational background includes the completion of the CICAs in-depth tax course (Level I, II and II), a BA in Economics from the University of Victoria, and a Masters of Professional Accounting from the University of Saskatchewan. He is also a member of the Canadian Tax Foundation.