Jason Baba Wealth Management Group of RBC Dominion Securities
Whatever your dreams, aspirations or life circumstances, being financially proactive today will help to ensure a brighter future tomorrow.
Jason has the expertise and dedication to ensure you get maximum return on your investments.
Jason Baba, Portfolio Manager, knows that while his clients may want to eventually live off of all (or part of) their investment portfolio, they also want to live for today. Knowing this, Jason takes a balanced and disciplined approach to investing, to help protect his clients’ income streams and portfolios against inflation. He adheres to proven investment strategies, using a combination of carefully selected blue chip equities, high interest rate bonds and preferred shares.
Jason’s over 30 years of experience is supported by a solid foundation built by RBC Dominion Securities – the largest investment firm in Canada.
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 we do
We design investment portfolios tailored to your current and future needs, using a disciplined process to keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes, or retirement planning, we customize solutions to your circumstances. Before recommending anything, we review your financial situation, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. We may also connect you with RBC specialists in insurance, estate planning, and business planning to ensure every financial need and life stage is planned for.
How we do it
In an effort to provide you with the best possible service and rate of return, Jason has developed a five-step process to better understand your personal investment needs.
Step 1 – Investigation: Getting to know you, your goals, plans and investment objectives
Step 2 – Information: Creating a concise and personalized Investment Policy Statement
Step 3 – Implementation: Putting the agreed upon plan into action by structuring a custom-designed portfolio
Step 4 – Accountability: Providing regular reviews and reporting on a monthly, quarterly and annual basis
Step 5 – Availability: You are always welcome to contact Jason or his team to discuss any concerns about your investments
The result? A wealth management plan custom-tailored to meet your investment objectives, that works within your acceptable risk tolerances, that is flexible enough to respond to changes in your life yet disciplined enough to maximize your financial returns.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Plan for tomorrow – today
Planning for a long and healthy retirement involves far more than just considering your finances – it also includes taking a close look at your mental health, physical wellness, future caregiving needs, and more. In coordination with experts across RBC, we offer programs and solutions that can help you navigate these decisions and plan for the years ahead.
Your health
We’ll connect you to our strategic partners and empower you to make positive changes in your life as you enter retirement.
Your support needs
We’ll facilitate discussions that help you make informed decisions on your future eldercare and living needs.
Your finances
We’ll create investment strategies and wealth management plans that align with your unique financial goals and priorities
Your legacy
We’ll coordinate with specialists across RBC to help you build a tax-smart, all-encompassing Will and estate plan.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.