Jane Chevalier, CFP, FCSI

Wealth And Investment Advisor

780-493-7711 | Email me
780-426-7838
1-866-261-4565

Jane has been a financial service professional in Edmonton for over 30 years. In that time she has helped her clients through many business cycles, and is able to provide perspective when it comes to making important financial and investment decisions. Jane’s experience allows her to develop comprehensive investment strategies and financial plans for high net worth clients. She is a firm believer in life-long learning, and has been accredited with the Certified Financial Planner and Wealth Advisor designations, as well as a Fellowship of the Canadian Securities Institute. This designation is reserved for financial service professionals who have met the most exacting standards for industry experience, advanced education and solid endorsement from their peers and superiors.

 

Crystal Ye

Associate Advisor

780-493-7720 | Email me

Crystal graduated from University of Windsor with Human Resources and Finance majors. She joined RBC Dominion Securities in 2014 after 7 years of related financial industry experience. Her previous roles have given her strong customer service skills and an outstanding feel for client's needs. Crystal has successfully completed her Canadian Securities course, Conduct and Practice Handbook Training, as well as Option Licence Course.  She is a key member of Jane's team in providing administrative and client service support.

 

SPECIALIZED FINANCIAL PLANNING
 

At RBC, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning.

Personally prepared by a Financial Planning Specialist, your comprehensive Financial Plan will provide recommendations specific to your situation. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to next generation tax-efficiently and make the most of your philanthropic legacy.

Gord Sandberg - Insurance Specialist

Gord Sandberg is a valuable member of Jane's team, helping you create and preserve your wealth. Gord 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, Gord will partner with your other professional advisors in the development of appropriate solutions. Gord can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. He can also ensure your wealth is transferred to your heirs in accordance with your wishes.

To help in this endeavour, Gord has access to insurance solutions from the top-ranked insurance providers in Canada. Gord began his career in the insurance industry in 1982 and is an expert in his field. He has acquired the Chartered Life Underwriter, Certified Financial Planner and Chartered Financial Consultant designations.

Avideh Parent, LL.B, TEP - Will & Estate Consultant

Avideh Musgrave is an experienced lawyer with a strong commitment to educating people on the importance of estate planning.

An accomplished public speaker, Avideh is a frequent presenter on Wills and Estates for organisations such as the Legal Education Society of Alberta, the City of Edmonton, Next Step Continuing Education, and the Edmonton Community Foundation. Avideh also has been featured on Global TV, Shaw TV, and various financial education websites.

Avideh received her undergraduate degree from Carleton University and went to Law School at the University of Alberta. In 2001 she was called to the Alberta Bar and prior to joining RBC, devoted her law practice to Wills, Estate Planning, and Estate Administration.

Avideh is also an active member of the following organisations:

  • Society of Trust and Estate Practitioners (STEP);
  • Wills & Estates Subsection of the Canadian Bar Association;
  • Elder Law Subsection of the Canadian Bar Association;
  • Edmonton Estate Planning Council;
  • Oliver Centre Board of Directors; and
  • Etown Salsa Dance Team.

WILL & ESTATE PLANNING CONSULTATION

Avideh works closely with Jane to provide you with information on structuring your estate in an efficient and tax-effective manner.

Extended Team
 
Jane has long, established relationships with knowledgeable professionals at Royal Bank and within the community. Whether you need assistance with your business or personal accounts, loans or mortgages, she can put you in contact with an expert to facilitate your request. The depth of experience at Royal Bank Financial Group is a valuable resource for Janes clients
 
For a distinctly personalized service adressing all of your financial needs - contact Jane and her team today.