Jason Lewis,BBA Regional Insurance Specialist - N.B.
With Jason, we can focus on both personal or corporate insurance solutions to increase your net worth and reduce the impact of taxation. He can also help to ensure your wealth is transferred to your heirs according to your exact wishes.
Jason began his career in the insurance industry in 1996 when he graduated from the Universite de Moncton with a BBA in Finance and Economics. He joined RBC in 2006 after nine years with a leading Canadian insurer. Jason has his Bachelor of Business Administration (BBA). He works closely with with Larry and the clients accounting and legal advisors to i nsure proper proposals meet clients needs. To help in these endeavors, Jason has access to insurance solution from Canadas top ranked insurance providers.
Gerry DSouza, B.Sc., CLU, CHFC, CFP Regional Insurance SpecialistToronto Area
Gerry helps Larry provide tax-efficient, insurance-based strategies to enhance and protect the financial well-being of Larry's Ontario clients. Gerry joined RBC in 2002 and brings with him over 30 years of life insurance industry experience, including a senior management role with a leading financial institution.
In addition to his Bachelor of Science degree, Gerry has also acquired the Chartered Life Underwriter (CLU) designation. He has also obtained the professional designation for Chartered Financial Consultant (CHFC) and the Certified Financial Planner (CFP). Gerry taught the Life Underwriters Association Training Course (LUATC), moderated the Field Management Seminar (FMS) and served on the Advocis board (CAIFA). He is active on the Advisory Board for the Financial Services Commission of Ontario (FSCO).
Sharon Avery, LLB Will & Estate Consultant
Sharon earned her Bachelor of Laws degree from Dalhousie Law School in 2006, a Bachelor of Public Relations degree from Mount Saint Vincent University (1996) and a diploma in Community Services (1986).
Before pursuing her law degree, Sharon spent over ten years in senior roles within the not-for-profit sector in the Atlantic Region managing corporate partnerships, community and individual donor relationships and media relations.
Sharon was in private practice with a large regional firm, and practiced in the areas of medical defence, health law, estate litigation, Wills, estates, and trusts prior to joining RBC Dominion Securities.
Sharons role is to work with and support your advisor by providing you with information on structuring your estate in an efficient and tax-effective manner.