Jamison McAuley

Portfolio Manager @RBC Dominion Securities

Vancouver, BC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2020 — Present

Portfolio Manager @RBC Dominion Securities

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As an RBC portfolio manager my number one priority is understanding your needs, concerns and goals so that we can design fully personalized strategies to help you reach the financial future you have envisioned. By staying in touch and updating your plan on a continuous basis, you can feel confident you are on track to achieving your financial goals. Our industry-leading RBC partners provide expert advice in tax, estate planning, insurance, credit and banking solutions to ensure you have a comprehensive and cohesive financial plan and investment strategy. I harnesses my expert knowledge to ensure sound advice, expect execution and peace of mind for clients with broad and complex wealth management needs. Prior to joining the RBC team, I was a vice president and portfolio manager at a boutique investment management firm. I am a graduate of Western University with a degree in finance and a Chartered Financial Analyst (CFA) Charterholder, an advanced global designation for investment management professionals.

EDUCATION

N/A

Western University

Bachelor's Degree, Finance

SKILLS

Equity ResearchInvestor RelationsMergers & AcquisitionsMatlabJavaFixed IncomeHedge FundsCorporate FinanceTradingSecuritiesInvestmentsCredit RiskMergersRisk ManagementPrivate EquityFinancial AnalysisEquitiesBloombergValuationFinancial ModelingAlternative InvestmentsCapital MarketsEconomicsFinanceBloomberg TerminalInvestment BankingDue DiligenceAsset ManagementAsset AllocationMergersThompson OneInvestment StrategiesFinancial MarketsSqlDerivativesPortfolio Management

ABOUT JAMISON MCAULEY

As a Portfolio Manager and Wealth Advisor at RBC Dominion Securities, I harness my expert…

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Jamison McAuley — Portfolio Manager at RBC Dominion Securities in Vancouver, BC, CA | Unifers