Jake Carey
Investment Advisor. Patient counsel for families, business owners, and communities thinking in generations.
Wealth that holds its shape across generations doesn't happen by accident.
I work with families, business owners, professionals, and communities for whom wealth carries real responsibility, both to the people they share it with now and the ones who come after. Our practice covers investment policy, portfolio management, financial planning, and the governance that ties them together. Done well, this is patient, disciplined counsel, sustained by a relationship that lasts as long as the wealth it serves.
Capital that has to last seven generations
Indigenous communities are stewarding more capital than ever. Settlement funds, treaty resources, own-source revenue from major projects, economic development partnerships. Turning that capital into multi-generational prosperity is institutional work: investment policy, spending strategy, governance structures, trustee education, and reporting clear enough to read at general assembly.
I do this work alongside the broader RBC Origins platform, Indigenous Wealth Services, Indigenous Financial Services, and PH&N Institutional, at the scale of one community at a time.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Every plan starts with one question: what is your wealth for?
Every decision after that, from policy to plan to portfolio, builds on that answer. The role I play for a family or community is what an outsourced CIO plays for an institution - writing the policy, allocating the capital, and reporting against the purpose - year after year.
The scope of the work
Portfolio management. Institutional-grade portfolios built around your spending policy, time horizon, and risk tolerance, with full transparency on fees and performance.
Planning. Cash flow, tax, retirement, insurance, and estate, integrated into a single plan that gives the portfolio its purpose
Governance. Investment policy statements, trustee education, and the structures that keep wealth aligned through generations and transitions.
Partnership. The full RBC platform of capital markets, trust, family office, and private banking, coordinated through one relationship.
How we work together
It begins with a conversation. Before any plan, proposal, or portfolio, I want to understand your situation, what you are trying to accomplish, and what you would want this to look like in twenty years.
From there we build the foundation: an investment policy that names what your wealth is for, a financial plan that gives it direction, and a portfolio constructed around both.
We meet, we review, we adjust as life and markets change. The work compounds, the relationship deepens, and over time you find yourself with an advisor who has been alongside you long enough to anticipate the questions before you ask them.
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
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
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.