David Jaager, BA, FCSI
Senior Investment Advisor
You have dreams. We have the expertise to help you make them a reality.
My goal is to not only preserve and grow your wealth, but also help you pass it on the next generation in the most tax efficient way possible. We pride ourselves on attentive client service backed by industry experience and credentials.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What do we specialize in?
Our team specializes in inter-generational wealth management. In most cases, we deal with two, and sometimes even three generations of the same family. Once we understand the family dynamics, and the overall financial picture of the family, the next step is to tailor an individualized wealth management and investment plan for the entire family. Whereas the older generations are focused on tax and estate planning, how to best continue their legacy and pass in on to the next generation(s) in the most efficient way possible, the younger generations tend to focus on learning about how early or future inheritances will affect them and instead need help on learning about financial planning and investing. Our goal is to marry the needs of each generation, so that that needs of all are met.
It's a team effort
We have two people to personally answer your phone call, give advice and help with your questions. Our corporate team puts Estate Planning Specialists, Will and Estate Consultants, and Financial Planning Specialists at your disposal, and we rely on these specialists to work in conjunction with you, your lawyer, your accountant, and other family members. We act as quarterback in ensuring that all the players are working from the same game plan.
Service Plan
Our formal Service Plan ensures there will be regular contact and portfolio reviews. The reviews can be done in person at our office, another RBC DS office, your home, online via WebEx, or over the phone. Our Service Plan is tailored to you and the frequency of them can be modified in order to better serve you.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.