A Global Outlook with a Local Perspective

The Cooper Wealth Advisory Group is a collaborative team of talented professionals that work together with you to define, assess, and fulfill your financial goals. With diverse experience, perspective and expertise, you can be confident your financial goals are our top priority.

Building Your Wealth and Your Confidence.

Established in 1901, RBC Dominion Securities is Canada’s leading full-service wealth management firm with over 400,000 clients worldwide managing 230 billion dollars in assets. Located In 146 communities across Canada, RBC DS is backed by the strength and stability of the partnerships of RBC Wealth Management an d RBC Royal Bank.

Jason Cooper, CIM

Associate Portfolio Manager & Wealth Advisor

780-493-7738 | Email me
780-426-7838 | Connect


With a focus on client's entire financial picture, Jason integrates the most academically sound investment strategies with comprehensive wealth management. After graduating from the University of Alberta with two degrees and spending time in personal finance with a leading national bank, Jason was asked to join RBC Dominion Securities in 2005 as an Investment Advisor. Jason develops the investment strategies for all clients, overseeing the creation of tax-effective wealth management solutions.

 

Jason is a passionate advocate for financial literacy and education, and in the past has provided stock market updates on Edmonton radio, delivering financial talks to graduating University and college students and created and provided informative sessions on tax-efficient investing and retirement planning.
 
Jason and his wife enjoy family time raising their two daughters in Southwest Edmonton. Jason recently achieved the prestigious Chartered Investment Management (CIM) designation, one of the top designations in finance.

Nicole Singh, FMA

Associate Advisor

780-493-7737 | Email me

Nicole has been in the Financial Services industry since 1997, bringing over 20 years of experience and knowledge to Jason’s clients.  She monitors all wealth management strategies, assists with scheduling and managing client review meetings and develops and strengthens client and strategic partner relationships.

Avideh Parent, B.A. , LL.B, TEP

Will and Estate Consultant 

Avideh is an experienced lawyer and a frequent presenter on Wills and Estates for organizations such as the Legal Education Society of Alberta, the City of Edmonton and the Edmonton Community Foundation.  Avideh has been featured on Global TV, Shaw TV, and various financial education websites.  Avideh works with Jasons clients to help them structure their estates in an efficient and tax-effective manner.

 

Florence Smith, CPA, CGA, CPA (Vermont USA) 

Financial Planning Specialist 

Florence has over 20 years of tax experience including 6 years as a tax practitioner at one of the leading international public accounting firms. Her prior career experience involved Canadian Corporate and trust tax planning and preparation services. Her role is to work with Jason and his clients in preparing and presenting Compass Financial Plans and to identify and assess related financial, tax and retirement planning concerns. 

      

Gord Sandberg, CFP, CLU, CH.F.C

Estate Planning Specialist 

Gord began in the insurance industry in 1982 and is a specialist in his field.  Gord employs a comprehensive process to assist Jasons clients wealth management needs and then recommend creative, tax-exempt insurance strategies that will help them address them.  He focuses on both personal and corporate insurance solutions to help increase clients net worth and reduce the impact of taxation.  Gord has acquired the Chartered Life Underwriter, Certified Financial Planner and Chartered Financial Consultant designations.

 

Denny Smith

Estate Planning Specialist

Denny began in the financial services industry in 2003.  He graduated from the University of Alberta with a Bachelor of Commerce degree and has experience in assisting business owners, professional and families including extensive work with physicians.  Denny assists Jasons clients with personal and corporate insurance solutions.

 

Valerio Ferrari, PFP, TEP

Senior Trust Advisor, RBC Estate & Trust Services 

With 25 years of industry experience, Valerio works with individuals, families and businesses providing customized estate, trust and incapacity solutions. Valerio helps Jason's clients settle an estate, establish a trust to ensure the successful transfer of family assets, and arrange to assist with the adminstration and responsibilities for a Power of Attorney.

 

Faisal Jamal, CA

Business Owner Specialist, High Net Worth Planning Services

As a Chartered Accountant, Faisal works closely with Jason's business owner and high net work clients to identify strategies and solutions that address tax, business risk, succession, and retirement.