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Portfolio Manager & Financial Planner
Jessica’s varied experience ranges from bean counting to bull wrangling, and she draws upon these skills and financial industry insight to help clients grow and preserve their wealth.
Raised in a small farming community, she learned the value of working hard and giving back. Jessica earned a Bachelor of Management in Accounting from the University of Lethbridge, then went to Calgary, where she articled with an international accounting firm and obtained her CPA, CA designation. After a brief move to the United States, she knew she needed to come back home to southern Alberta.
Soon, Jessica realized that accounting wasn’t for her. Instead of looking at financial information from a rear-view mirror, she wanted to help guide clients toward a successful future. She switched industries and obtained her Certified Financial Planner (CFP) designation, Chartered Investment Manager (CIM) designation, and discretionary license. Her clients appreciate how much she values the farming industry and her ability to provide solutions that align with their specific needs.
The team and clients enjoy her fashion sense and endless pursuit of being a super nerd. Jessica is dedicated to constant learning, fresh ideas, and being involved in her community.
Associate Investment Advisor
As an Associate Investment Advisor with RBC Dominion Securities, Blake’s main responsibilities include trading, market research, upkeeping the portfolio models for various asset classes, and assisting in the investment proposals and comparisons for client presentations.
Blake holds a Bachelor of Arts and Science from the University of Lethbridge with a double major in Economics and Mathematics. To better serve clients, he is a CFA Level II candidate working toward his designation. After earning his degree, he began his career in the finance industry. Over the past two years, he has gained valuable skills and experience in client service and analytical roles.
Away from work, Blake enjoys spending time with his fiancée and their two dogs, hanging out with friends and family, and playing golf.
Associate
Given that Micayla is such a big fan of Star Wars, it is fitting that her first day with RBC Dominion Securities was May the Fourth, 2020. Thrilled to be working in finance, she uses her knowledge and skills to help people accomplish their financial dreams.
Micayla spent 12 years in the accounting world, and her expertise was instrumental in helping individuals and small businesses achieve their goals. With a desire to help clients make informed decisions in all areas of their wealth, she understood that a move to full wealth planning was a natural fit — and joined Joss Wealth Advisory Group. She obtained her degree in accounting from Mount Royal University.
The team and clients enjoy her distinct and spontaneous giggle and appreciate her caring manner and attention to detail.
