Jair Saenz

Background

About Jair Saenz

As an accredited financial planner, I provide over 10 years of expert financial planning advice to higher net worth families on PEI. I act as a dedicated relationship planner for my clients and their families, who value discretion and responsiveness, as well as experience addressing a broad range of financial needs through all stages of their financial lives. Prior to moving to PEI, I was an Investment and Retirement Planner with RBC Royal Bank in Burlington, ON, where I provided comprehensive financial solutions to RBC clients, collaborating whenever needed to ensure synergy with their investment and tax planning needs. To ensure my clients receive high level of financial planning expertise, I also earned my designation as a Certified Financial Planner CFP®. Whether you are making an important financial decision, or would benefit from an overall review of your financial picture, I can provide advice that addresses the various aspects of your financial well-being.