COOPER WEALTH ADVISORY GROUP - Key Persons
Job Titles:
- Senior Portfolio Manager & Wealth Advisor
Job Titles:
- Branch Operations Manager
Job Titles:
- CIM / Portfolio Manager & Wealth Advisor
- Portfolio Manager & Wealth Advisor
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 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.
Samantha is a recent graduate from the University of Alberta, and has been with Cooper Wealth Advisory Group for a year as a student intern, subsequently joining the team full time upon the completion of her bachelors of commerce degree. Samantha manages administrative functions including scheduling client meetings, following up on client inquiries, and preparing client reports. She also assists Jason with the creation of financial projections and presentations for clients.