Jason Fong

WORK HISTORY

EDUCATION

ABOUT JASON FONG

Jason Fong is a CPA-CA & CFP with 11 years of financial planning experience for high net worth individuals (above $1 million investable assets) and 7 years of experience in public practice (5 in tax services). Currently, he holds the position of Vice President, Financial Planning Specialist (FPS) at RBC Family Office Services. As a FPS, he provides HNW clients with wealth management, estate planning, tax planning and risk management solutions. In this role, Jason serves as a trusted advisor to the clients of professionals within the RBC network including RBC Dominion Securities, RBC Private Banking and RBC PH & N Investment Counsel. Jason is also highly involved in the training and development area of the planning team. He consistently trains newly hired colleagues in the FPS role and also assists in the enhanced development of experienced specialists. Previously, Jason obtained professional experience in the audit and tax fields at KPMG and is knowledgeable in both financial reporting and taxation of Canadian individuals & businesses. As a Tax Manager at KPMG Enterprise, he was involved in practice development areas including recruitment, mentorship, performance management and business development. SIGNIFICANT ACHIEVEMENTS & RECOGNITIONOver Jason’s 11 years of acting as a trusted advisor, he has consistently achieved exceptional quantitative results and received superb feedback from those he serves. Jason consistently exceeds his targets, and over the last 8 years been the highest producing FPS nationally each year (volume of financial plans presented to clients).His ability to connect with clients allows him to discover the client’s financial goals and concerns, so that he can identify the right strategies to help the clients achieve the goals and alleviate the concerns. This has resulted in Jason receiving outstanding feedback from his clients.