Jason Fong, CPA, CA, CFP, is a Vice President and Financial Planning Specialist at RBC Family Office Services, with over 11 years of experience in financial planning for high net worth individuals. They provide comprehensive wealth management, estate planning, tax planning, and risk management solutions, while also training and developing new and experienced colleagues in the planning team. Before their current role at RBC, Jason served as a Tax Manager at KPMG Enterprise and gained valuable expertise in taxation and financial reporting. Alongside their professional achievements, Jason holds multiple designations, including Chartered Accountant and Certified Financial Planner, and has consistently been the highest producing Financial Planning Specialist nationally for the past eight years.
Location
Calgary, Canada
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