Jason Cooper
Senior Portfolio Manager and Wealth Advisor - Cooper Wealth Advisory Group @RBC Dominion Securities
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WORK HISTORY
Senior Portfolio Manager and Wealth Advisor - Cooper Wealth Advisory Group @RBC Dominion Securities
Edmonton, AB, CA
EDUCATION
University of Alberta
B.A.
University of Alberta
Bachelor of Commerce (B.Com.)
ABOUT JASON COOPER
I assist a client base of business owners, professionals, retirees and wealthy families in the management of their investments and financial affairs.While my key proficiency is investment management, my team and I provide an integrated plan that includes retirement planning, tax planning, will and estate planning and risk management.Specialties: Investment ManagementAsset allocation and portfolio optimizationComprehensive retirement and income planningTax efficient asset managementRisk analysis and reduction
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