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With nearly 30 years of financial services experience, Jason and his team have safely guided clients through some of the most challenging market conditions in recent memory – from the 2001 dot-com bubble and the 2009 Great Recession to the 2020 stock market crash. It’s a level experience that can’t be faked or replicated, and one that reinforces Jason’s dedication to hard work and a discipline that’s nothing less than iron-clad.
Senior Portfolio Manager & Investment Advisor
Jason is unstoppable in his quest to set and reach our clients’ wealth management goals, and he leverages over 30 years of experience at RBC as an advisor to safely guide them through the unpredictability of the markets. This level of intensity can take some people by surprise – until they learn that Jason has completed the gruelling Ironman competition not once, but six times. A four-kilometre swim. A 180-kilometre bicycle ride. A 42-kilometre marathon. That’s one Ironman. Do it six times, and you have a level of discipline that stays with you for life. But this intensity comes with a soft side, including a reputation as someone who listens to clients – no surprise – very intensely. Only in this way can Jason deliver on his core purpose: to make your money work as hard for you as you did for it. In his words, “Financial security provides so much comfort – emotional and otherwise – for my clients. People work so hard for their money. It’s a shame if it isn’t serving them properly in return.”
Jason’s straightforward approach, strong work ethic, and three decades of experience as a portfolio manager have helped him to develop the most disciplined investment strategy in the industry. Consequently, he is relentless in educating his clients about the need to stay committed to the plan when their emotions tell them to deviate from it. He knows he can’t control the market – so his mission is to control everything else. As Jason says, “History clearly shows that the primary cause of failure isn’t picking stocks per se but buying and selling them at the wrong time.”
Jason earned a Bachelor of Commerce degree in Finance from McGill University and played varsity football for all five years. Shortly after graduating, he joined RBC Dominion Securities as an eager and determined rookie advisor, and over the course of his career has continued to deepen his knowledge and stay on top of evolving industry trends. Jason has also earned the highly intensive Family Enterprise Advisor (FEA) designation, the global benchmark in advising and assisting clients in navigating the complexities of their family business. Jason’s desire to deliver quality of the highest order extends beyond the office. He loves to grow every day as a husband, father of three young kids, advisor, and golfer as a member of Lambton Golf and Country Club.
Associate
Roderick joined Greenlees Wealth in 2022 and is eager to grow in his role and expand his industry knowledge alongside our team. As an administrative assistant, he assists Jason with a variety of important tasks, from acting as a first point of contact for our clients and answering their various inquiries to supporting Jason with financial planning activities. An empathetic listener and natural educator, Roderick prides himself on ensuring our clients feel heard and that they get the clarity they need moving forward. Roderick joined our team after earning a Bachelor of Commerce degree in Finance. While completing his degree, he began his career in the financial services industry as a summer student with RBC Capital Markets, supporting the fixed income strategy team. With a desire to grow, he spent the following summer working with the financial planning software solutions team, testing and designing RBC’s own financial planning software. He has since completed the Canadian Securities Course (CSC) from the Canadian Securities Institute and is looking forward to taking other industry courses. In his free time, Roderick loves to read up on the markets and keep a finger on the pulse of our ever-changing industry. He also enjoys spending time with his dogs, downhill skiing, boating, and cheering on the Toronto Maple Leafs as a die-hard fan.
Vandana started her career in financial services at another leading institution before joining RBC in 2022. As an administrative assistant for our team, her primary focus is on providing an exceptional client experience as a first point of contact and supporting Jason by managing his schedule, booking client meetings, and ensuring the client onboarding process is as smooth and seamless as possible. She is determined to help our clients achieve their goals and relies on her timely communication skills and thorough research abilities to get our clients the answers they need. Vandana earned her Master of Commerce degree in Finance and Taxation from the Delhi School of Economics, along with her Postgraduate Certificate in Financial Planning, with honours, from The Business School at Centennial College. She has also completed the Canadian Securities Course (CSC) from the Canadian Securities Institute and is eager to continue her industry studies to expand her knowledge. Outside of work, Vandana loves exercising her mind by reading, playing memory games, and solving puzzles like Sudokus and crosswords.
Discover what iron-clad investment discipline can do for you.
