Jay R. is an experienced financial professional with a diverse background in wealth and investment advisory services. Currently serving as a Senior Wealth Specialist at Wilson M. Beck Insurance Services and a Senior Investment Advisor at Aligned Capital Partners Inc., Jay has a proven track record of providing personalized wealth management to affluent Canadians. Previous roles include Financial Advisor and Investment Advisor at Harbourfront Wealth Management, Financial Advisor at Corebridge Financial Life Management, and Associate Investment Advisor positions at both National Bank Financial and HSBC Bank Canada. Jay holds a Business Administration Diploma from Okanagan College, attained between 2002 and 2008.
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