Discipline. Dedication. Determination.
A four-kilometre swim. A 180-kilometre bicycle ride. A 42-kilometre marathon. That’s one Ironman. Do it six times, and you have a level of dedication and determination that stays with you for life and helps you develop the most disciplined investment strategy – and truly comprehensive wealth approach – in the industry.
Clients get my grit, my determination, and my unstoppable mindset working in their corner.
–Jason Greenlees
This video contains a reference to one or more advisor titles which are no longer permitted as of December 31, 2021. Please refer to this website, for the advisor's currently approved title.
Outworking the competition
With nearly 30 years of financial services experience, Jason and his team have safely guided clients through some of the most challenging market conditions in recent memory – from the 2001 dot-com bubble and the 2009 Great Recession to the 2020 stock market crash. It’s a level experience that can’t be faked or replicated, and one that reinforces Jason’s dedication to hard work and a discipline that’s nothing less than iron-clad.
Jason Greenlees
Roderick Varey
Vandana Kapil
What we do
Making your money work as hard for you as you did for it
Our team is unstoppable in our quest to set and reach your financial goals, and we provide the clarity you need to do so. With our values always top of mind, we approach our work with the intensity, relentlessness, and discipline needed to make your money work as hard for you as you did for it.
Delivering quality of the highest order in investment and wealth services
We keep you committed to the most disciplined investment strategy in the industry. We know we can’t control the market, so our mission is to control everything else. It’s not about picking stocks or timing the markets per se, but about keeping your emotions in check when they tell you to deviate from the plan. And when you invest your hard-earned money with our team, you gain access to a wide range of exclusive benefits that cover every aspect of your wealth.
What we offer that others don’t
Consolidated report of investments
On all of your investment accounts, in one easy-to-understand format.
Highly disciplined investment approach
Delivered in a straightforward way that all of our clients understand.
Consolidated rate of return of all of your accounts
This puts your investment returns on your RSP, TFSA, taxable investment accounts, and holding company investments all together. Stop trying to figure out how each one of your accounts performed and how your overall investments performed – we do that for you!
Retirement income stream planning
Includes which accounts you should pull money from to meet your retirement income needs and how to do so in the most tax-efficient manner. For example, should you take money out of your RSP before you are forced to when you turn 72? The answer for many of our clients is “Yes.”
Annual review of your Notice of Assessment issued by CRA
Ensuring you have done everything possible to minimize your tax and to make certain that no mistakes were made when filing your taxes.
Access to our Business Planning specialist
Making sure you have the right corporate structures in place including the use of estate freezes, family trusts, shareholders agreements, and much more.
Tax minimization strategies
Includes how to properly use an RSP and TFSA and specifically how to determine the optimal amount to contribute to each of these accounts. Many people get this very wrong – but we put transparent calculus behind our recommendations using current tax tables.
Access to Jason’s knowledge as a Family Enterprise Advisor (FEA)
Having earned the highly intensive and coveted Family Enterprise Advisor (FEA) designation, Jason is extensively trained in the challenges and opportunities that arise for our family business clients.
“GreenMail” quarterly client newsletter
Written directly by Jason Greenlees for more than 25 years.
Sophisticated tax-free life insurance planning
For wealth creation and estate maximization.
Comprehensive financial plan
Our team designs a financial plan for every client that's updated for every review meeting.
Annual reviews
In-person or virtual review meetings every year, at a bare minimum.
Relentless education
In conjunction with our expert advice, Jason provides short “Straight Talk” videos that give you the straight goods about a variety of investment topics and tools to help you meet your financial goals.
Access to Will and estate lawyer
Making sure your Wills are up to date, including secondary Wills for your business assets to avoid probate.
Financial security provides so much comfort – emotional and otherwise – for our clients. People work so hard for their money. It’s a shame if it isn’t serving them properly in return.
—Jason Greenlees
What we believe
Investment philosophy
After three decades in the industry, Jason has developed a simplified investment philosophy that acts as the foundation of the advice we provide to our clients. They are the key things he wants his own three kids to know when they are old enough to understand their true implications.
As a trusted advisor for over 30 years, I’ve gained a unique perspective that I can share with my clients.
–Jason Greenlees
Owning good quality businesses is the best way to grow and protect your wealth
Investors should generally be owners of businesses (stocks) rather than a loaner (bonds), as stock returns have historically produced three times the return.
The stock market is volatile, untamable, and unpredictable
The stock market has gone up and down at different times for different reasons, and keeping this top of mind is key to your success as an investor.
You cannot time the stock market
Trying to time the markets on a consistent basis is nearly impossible, and any accidental success can quickly lead to an inflated ego and deflated rates of return.
Security selection doesn’t really matter, but portfolio diversification does
The investor who diversifies their portfolio and stays invested through periods of turmoil outperforms the best stock picker who tries to buy and sell at the right time.
Taxes kill wealth, but tax minimization strategies can help
Advanced tax planning strategies and a yearly review of your notice of assessment can help to minimize your tax burden efficiently and effectively.
Expertise matters
Jason has spent nearly three decades at RBC Dominion Securities helping clients navigate through some of the most challenging market conditions in recent memory.
Communication is key
We provide our clients regular updates on how their money has performed over time through a comprehensive and consolidated report of investments.
Wealth management goes above and beyond investment planning
We take a comprehensive view of our clients’ wealth by incorporating advanced Will, estate, financial, insurance, and tax strategies to help build and protect your wealth.
No investments without a financial plan
We start our relationship with a financial plan that acts as the blueprint to your goals, updating it at every review meeting as your needs change and evolve.
Education is a difference maker for clients and advisors
We are relentless in educating our clients and improving their financial literacy, while also continuously seeking opportunities to strengthen our own industry knowledge.
Greenlees Wealth Videos
Featured video
Straight Talk with Jason Greenlees: Iron-clad investment discipline
Get the straight goods and none of the fluff you might expect from other investment advisors. Relentless in his desire to educate our clients, Jason delivers his thoughts on a variety of investment topics with a no-nonsense approach so you can meet your financial goals.
Recent Videos
2022 Videos
2021 Videos
2020 Videos
Testimonials
Blog
No nonsense. Just results.
Discover what iron-clad investment discipline can do for you.
Email:jason.greenlees@rbc.com
Phone:416-842-2426