Jay Brisley, CIM, CFP
Investment Advisor & Financial Planner
Your financial life deserves more than an annual review and a portfolio statement.
If your business, your taxes, your retirement income, and your estate are being handled as separate conversations, or not handled at all, there's almost certainly money being left behind and risk being ignored. We bring it all into one integrated plan, built to evolve as your life does.
We work with business owners who need their corporate and personal wealth treated as one picture, executives managing complex compensation and serious tax exposure, and people in or approaching retirement who want a clear, confident income strategy, not just a number on a screen. If your situation has gotten complex enough that you're not sure it's all working together, that's the conversation we have every day.
CIM® - CFP®
Chartered Investment Manager
Certified Financial Planner
RBC Dominion Securities
Canada's leading full-service wealth management firm
Calgary, AB
Rooted in Western Canada, connected nationally.
15+ Years of Experience
Through bull markets, bear markets, and everything in between.
One team. Every dimension of your wealth.
Investments. Tax. Retirement Income. Succession. Estate
"Good advice shouldn't feel like a mystery. You should understand every decision, every time" - Jay Brisley
Our Approach
A plan that moves with your life. Not one that sits in a filing cabinet.
A Snapshot Isn't a Strategy
Most financial plans are built once. They capture a moment in time, your income, your goals, your family situation as they existed on the day someone sat down to write the document. Then life moves on and the plan doesn’t. You revisit it a year later and it's already half-wrong.
Built to Move With You
What we build is different. Every client gets a living financial model, something dynamic, visual, and built to be updated. You can see your retirement income across different scenarios. You can stress-test a business decision before you make it. You can ask "What if we did this instead?" And get a real answer, in real time. When something changes, a business decision, a market shift, a family development, we update the plan. You're always working from an accurate picture, not a three-year old snapshot.
The People Who Make it Work, All Working Together
Most people have a lawyer, an accountant, and an advisor, and those three have never sat in the same room. We change that. Whatever specialists your situation calls for, ours or yours, we make sure they're all working from the same picture, toward the same goals. That coordination is where a lot of the value lives.
The best outcomes I've seen for clients weren't the result of one brilliant decision. They were the result of everything working together, consistently, over time.
Here's what working together actually looks like
Step 1 - Discover
We start by listening. Your goals, your business, your family, your timeline, and the things keeping you up at night that no spreadsheet has ever addressed. Just a real conversation where we learn everything we need to know before we say a word about solutions.
Step 2 - Diagnose
We review your full financial picture, investments, tax, corporate structure, insurance, estate documents, and identify what's working, what isn't, and where the biggest opportunities have been sitting untouched. We don’t soften what we find. Clarity is the whole point.
Step 3 - Build your living plan
We create a dynamic, visual financial roadmap built around your actual numbers. Retirement income across multiple scenarios. Tax projections under different drawdown sequences. Business exit modeling, Estate outcomes, You can see it all, stress-test it, and ask "What if?" and as your life unfolds, the plan adapts with it. This isn't a document that gets filed. It's the lens through which every future financial decisions gets clearer.
Step 4 - Implement
We execute with precision, and explain every step in plain language before anything happens. Where specialists are needed, estate planning, trust services, private banking, business lending, we coordinate them. Nothing moves before your understanding it first.
Step 5 - Partner, ongoing
Regular reviews, proactive tax conversations before year-end, and a team that keeps you informed as your situation and the environment evolve, so nothing important is left to change. As your priorities shift over time, our focus evolves with you, from building and optimizing wealth to preserving it and generating reliable income when it matters most.
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.
The professionals you'll actually work with
A good advisory relationship isn't just about the lead advisor, it's about every interaction you have with the practice. Here's who you'll be working with, and what they bring.
There's a specific kind of person we do our best work with
Not because we can’t help others, but because our practice is built around a certain kind of complexity, and a certain stage of life. If any of the three below sounds like you, you're probably exactly who we had in mind.
Business Owner
You built something.
You didn’t take the easy road. You took the risk, put in the years, and build a business that actually works. And now the questions are getting bigger, not smaller.
How do I pull money out of my company without giving half to CRA? What does my exit actually look like, and what do I walk away with, really, after tax? What happens to my family, my employees, the thing I built, if something happens to me before I'm ready?
These aren't just investment questions. They're life questions, and they happen to live at the intersection of tax law, estate planning, and business strategy. That's where we spend a lot of our time.
Senior Executive
Your income is significant. Your tax bill is too.
You're earning well, maybe the best years of your career. But between your salary, your bonuses, your RSUs or stock options, and whatever's sitting in registered accounts, the complexity is real. And April doesn’t get easier.
You're probably not getting proactive advice. You're getting a portfolio and an annual review. What you actually need is someone looking at your full picture, compensation structure, account strategy, sequencing, and finding the dollars you're leaving behind before you leave them.
Pre-Retiree or Retiree
You've saved well. Now what?
For decades the goal was clear: accumulate, contribute, grow. You did that. Now the question has shifted, and it's harder. How much can I actually spend? In what order do I draw things down? Will it last? What does my spouse's situation look like if I'm not here?
That shift, from building wealth to living from it, is one of the most disorienting financial transitions a person goes through. We've guided a lot of people through it. We know what clarity on the other side looks like, and we know how to get you there.
Overcoming challenges, capitalizing on opportunities
Starting, growing, and selling a business comes with challenges and opportunities that – with the right support – can be overcome and capitalized on. We help you do just that by working closely with our world-class RBC partners, providing expert advice in a range of key areas to help protect what you’ve worked so hard to build.
Asset management
We’ll help you protect your business and personal assets as tax-efficiently as possible, proactively addressing your needs and seeking avenues for future growth.
Tax planning
We’ll help you make the most of your hard-earned wealth by recommending potential tax strategies that are aligned with your business goals and objectives.
Business growth
We’ll work with our partners at RBC Business Financial Services to help you leverage credit to promote growth and improve cash flow for your business.
Workforce support
We’ll make taking care of your employees easier by helping you develop employer-sponsored group retirement saving plans and group benefits packages from RBC Insurance.
Succession planning
Whether you plan on selling your business, transferring it to a family member, or setting up a buyout, we’ll provide you with comprehensive strategies to make it as smooth as possible.
Retirement planning
Exiting your business is the start of a new and exciting chapter, and we’ll ensure you have a robust plan in place to help you make the most of it.
Take something useful with you
Whether you're not ready to have a conversation yet, or just want to think through your situation before you do, these guides are a good place to start. They cover the questions we hear most often
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.