Canada (EN)

Davis Jones, PFP

FINANCIAL PLANNER, INVESTMENT AND RETIREMENT PLANNING

Let's work together to achieve your financial goals

My Commitment to You

As a financial planner, I specialize in retirement transition planning—the process of thinking about what you want your retirement to look like, and where the money part fits in. Whether retirement means downsizing, moving to the countryside or spending time with grandchildren, I can help you build a retirement income plan that suits your needs.

Languages Spoken: English

Contact Me

Phone Icon (780) 935-1476

Location IconEDMONTON, AB

A Different Approach to Financial Planning

We invite you to spend some time with our interactive tool to identify your top 3 retirement priorities and see how they can be reflected in a personalized retirement plan.

Ways I Can Help You

Here are just a few ways I can help meet your investment, retirement and financial planning needs.

Balance Your Priorities IconBalance Your Priorities

Invest for the Future IconInvest for the Future

Plan Your Retirement IconPlan Your Retirement

Define Your Legacy IconDefine Your Legacy

Implement Tax Strategies IconImplement Tax Strategies

Enjoy Your Retirement IconEnjoy Your Retirement

My RBC Team

As my client, you will also enjoy the support of RBC professionals on my team. Together, we can help you reach your unique dreams and goals!

My Team

Jocelyn Ching, PFP

Investment & Retirement Planner

587-334-3507

Matt Ogden, PFP

Financial Planner

780-231-4675

Isha Sharma, CFP

Financial Planner

587-873-0613

My Partners

Sasan Karbasi

Business Account Manager

Joyce Tang

Mortgage Specialist

Michael Bruni

Mortgage Specialist

Reports & Insights

Global Investment Outlook Thumbnail

Global Investment Outlook

For more on our current view and outlook, consult The Global Investment Outlook


Economic Outlook Thumbnail

Economic Outlook

Produced by RBC Global Asset Management's Chief Economist Eric Lascelles, the #MacroMemo covers what's on our economic radar for the week

Discover and Learn

Global fixed income markets - New Year 2024

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Boosting allocation to bonds as yields surge

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Tax-planning strategies for a high interest rate environment

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View Legal Disclaimers
Financial planning services and investment advice are provided by Royal Mutual Funds Inc. (RMFI).  RMFI, RBC Global Asset Management Inc., Royal Bank of Canada, Royal Trust Corporation of Canada and The Royal Trust Company are separate corporate entities which are affiliated. RMFI is licensed as a financial services firm in the province of Quebec.