Build your business and personal wealth with expert advice

Owning and operating a successful company commands a lot of time and attention. Every day, you make critical decisions that affect the financial health of your business. So, you know how important it is to have the best possible services and products to help effectively manage your finances — we can help.

Our business owner solutions can be ideal if you need help:

  • Managing business and personal assets separately but efficiently
  • Investing, preserving and maximizing surplus cash
  • Designing a succession plan for a smooth transition
  • Creating diversified, tax-efficient income with the sale proceeds
  • Protecting against the sudden loss of a key employee using insurance solutions
  • Safeguarding personal and business assets from adverse events
  • Building employee loyalty with employer-sponsored retirement plans

Jay Kilgannon, BA (Hons), FEA, FCSI, CIM, CIWM

Vice-President, Associate Portfolio Manager & Wealth Advisor

905-434-5399 | Email me
905-436-5068 | LinkedIn
1-800-267-1522

Jay is a life time resident of Durham Region and has been serving clients at RBC Dominion Securities for over 25 years. He has served on the boards of Ajax-Pickering Hospital Foundation, Durham Region United Way and the Station Gallery. Jay is life insurance licensed, and has completed not only his Fellow of the Canadian Securities Institute, but also his Certified Professional Consultant on Aging. He most recently completed his Family Enterprise Advisor designation through UBC's Sauder School of Business to give him a broader understanding of how family business works. Jay lives in Brooklin with his wife, Angela, and his four sons who are very busy with soccer, lacrosse, skiing, golfing and much more!

Natalie Permesar

Associate

905-434-5389 | Email me