Jeff Boomer, CFA, MBA
Senior Portfolio Manager & Investment Advisor
You have dreams. We have the expertise to help you make them a reality.
Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.
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.
Our Process Starts with listening to YOU
Discovery
To start off your partnership, Jeff works hard to understand you, your desires, your values and what has motivated you to set a course for a long-term partnership together. You will discuss factors such as return objectives, income needs, time horizon and tolerance for risk to ensure that your portfolio is guided according to what matter most to you.
Careful planning
Here, the basic guiding principles for building and managing your portfolio are established and documented in an individualized blueprint for building and protecting your wealth. This plan incorporates a comprehensive financial and estate plan and investment allocation strategy that will provide a flexible framework for your portfolio going forward, and ensure your needs are understood and addressed.
Portfolio implementation
Next, Jeff goes to work. He determines the appropriate mix between stocks, bonds and other asset classes for a fully customized portfolio, working together with the firm’s investment strategists and research analysts. He presents his allocation to you, prioritizing your understanding of your strategy in action.
Frequent communication
Jeff holds regular meetings and touchpoints with you to ensure that your strategy remains on track as your needs and the markets evolve. This also helps maintain your confidence in the direction and management of your portfolio.
Ongoing discipline
Using the right tools, specialists and resources, Jeff and his team monitor your portfolio closely, sticking to your overall investment strategy, but adapting as necessary to meet changing market conditions.
Building a better future together
Discover the power of charitable giving to support causes that matter most to you, with a personalized approach that complements your financial plans and goals. With a structured plan in place, we can help you empower and enrich our community.
Develop a personalized giving plan
Maximize the impact of your giving by strategically incorporating it into your overall financial plan with the guidance of our expert team.
Create a lasting legacy
We’ll help you transform your giving into a meaningful legacy that aligns with your goals and values. There’s no right or wrong answer when it comes to the focus and purpose of your giving – it’s about finding the right fit for you.
Support the next generation of changemakers
We’ll work with you to engage your children, grandchildren, and other loved ones in your charitable giving, helping pave the way for the leaders of tomorrow.
Turn your passion into concrete action
Formalize your philanthropic pursuits by establishing a trust, creating a private family foundation, or participating in RBC’s Charitable Gift Program.
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.