Jason Nelson grew up in Markham, Ontario. He graduated from the University of Ottawa in 1997 with a BSSc (Political Science). He began his career with Royal Trust as an Account Manager in the Wealth Management Group. In 2001 Jason became accredited as a Financial Planner, receiving his Personal Financial Planner designation from the Institute of Canadian Bankers. In 2005, Jason joined RBC Dominion Securities as a Financial Planner where he provided financial planning and advice to our clients. Jason was named the Financial Planning Consultant for our Royal Bank Plaza branch in 2010.
Jason's primary role at RBC Dominion Securities is to work with advisors in preparing comprehensive financial plans, and ensure that their clients receive professional financial planning information, and a professional experience. Jason is also licensed by the securities regulator, including options and futures, and is licensed as a Life Insurance Agent by the Financial Services Commission of Ontario, giving him unique insight into the financial lives of our clients.
Barrington Grey, BA, CFP, CLU
Regional Insurance Specialist
After four years with a leading life insurer, Barrington joined RBC Dominion Securities in 1993. In 1995, Ontario was one of the last provinces to have Investments Advisors dually licensed for securities and insurance and Barrington was called upon to help the Investment Advisors successfully integrate insurance within their book of business to meet their clients' objectives. In the same capacity, Barrington has also worked and continues to successfully work with advisors and their clients on other platforms within the RBC Financial Group.
Barrington has worked closely with a number of Investment Advisors across the GTA by providing them with strategies for creating varying degrees of tax efficiencies within their client's personal and corporate portfolios. He enlists the help of other allied professionals both internally and externally in order to meet and exceed the expectations of the advisors he serves. As a result, the clients of the RBC Financial Group and their respective tax and legal advisors have come to trust and rely upon the knowledge that Barrington has consistently demonstrated with his time at the firm.
Kelly Rivard, LL.B
Will & Estate Consultant
Kelly received her law degree from the University of Western Ontario in 1993 and was called to the bar in 1995. She practised in the areas of litigation, family law and estate planning at a law firm until joining a major trust company in 1996, where she worked in a variety of roles involving estate administration and planning. Kelly joined RBC Dominion Securities in 2003. Kelly received her Certified Financial Planning (CFP) designation in 1998 and is a member of the Society of Trust and Estate Practitioners (STEP). Kelly's significant practical experience in the estate planning and administration field, coupled with her financial planning expertise, allows her to offer guidance on both the tax and personal implications of your estate plan.