Senior Vice President - Financial Advisor, Senior Portfolio Manager
I am a seasoned financial professional who is focused on providing comprehensive wealth management planning for individuals, endowments, and the corporate community. I utilize my experience by helping clients with retirement income planning, creating income streams and protecting and growing their investments. Please contact me jason.ruimerman@rbc.com
Like most people, you probably have a lot of questions about the role Social Security will play in your retirement. The answers to these questions depend largely on your earning history and when you plan to start taking benefits. Understanding the concepts behind Social Security can help you make well-informed decisions that will optimize the amount and timing of your benefits and the impact on your overall retirement plan. For more information, review the Social security fundamentals white paper or contact me to discuss your retirement plan.
The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.
Read more in Global Insight Monthly
November 20, 2025
Year End Check List
After a year of uncertainty, tariff rates have stabilized at lower levels than feared—and become a significant U.S. government revenue source. We assess the tariff landscape ahead of the Supreme Court’s important ruling.
