Jasem Abou Daher
Wealth Advisor & Financial Planner @RBC Wealth Management
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WORK HISTORY
Wealth Advisor & Financial Planner @RBC Wealth Management
Edmonton, AB, CA
I am delighted to announce my partnership with RBC Wealth Management as an Wealth Advisor and Financial Planner.RBC Wealth Management is a leader in the industry, and this collaboration enhances my ability to help you build your net worth in a tax-efficient manner while planning for your financial success with peace of mind. Whether you are leading an outstanding career or a successful business venture, I aspire to be your trusted family CFO
EDUCATION
Canadian Securities Institute
Financial Planning I
Canadian Securities Institute
Conduct and Practices Handbook Course (CPH)
University of Windsor
Bachelor's degree, Economics
Canadian Securities Institute
Canadian Securities Course (CSC)
ABOUT JASEM ABOU DAHER
As an Investment advisor and Financial Planner with over 7 years of experience, I work closely with my clients to help them develop a financial plan that balances life today with their goals for the future. I take the time to understand, not just their current financial circumstances, but also the objectives and motivations integral to it. I focus on ensuring that you build your net worth in a tax-efficient manner while planning for your financial success with peace of mind. Whether you are leading an outstanding career or a successful business venture, I aspire to be your trusted family CFO.
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