Sharon Avery, LL.B. Will & Estate Consultant

Sharon earned a Community Services Diploma in 1986, a Bachelor of Public Relations degree from Mount Saint Vincent University in 1996 and a Bachelor of Laws degree from Dalhousie University in 2006.

Prior to joining RBC Wealth Management, Sharon was in private practice with a large regional firm and practiced primarily in the areas of corporate commercial law, wills, estates and trust law, health law and medical defence.

Before pursuing her law degree, Sharon spent over ten years in senior executive and management roles within the not-for-profit sector for organizations such as Phoenix Youth Programs, the ALS Society of Nova Scotia and the Heart & Stroke Foundation of Nova Scotia. Sharon is a mother of five and a former foster parent. She has a special interest in disability law.

Sharon is a member of the Canadian Bar Association and the Halifax Estate Planning Council. She currently serves on the Board of Governors of Mount Saint Vincent University and is Chair of the University’s Advancement and External Relations Committee. Sharon has served as a director on several charity boards including the Canadian Bar Association NS Branch, the Northend Community Health Clinic, Dalhousie Legal Aid Clinic, the Spina Bifida Association and Crime Stoppers Nova Scotia.

 

Jason Lewis, BBA Insurance Specialist

Jason employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations, he works with your other professional advisors in the development of appropriate solutions.

Jason Lewis can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. He can also assist you in structuring your insurance contracts to ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, costeffective insurance solutions, Jason evaluates various insurance offerings from Canada’s top-ranked insurance providers.

Jason began his career in the insurance industry in 1996 when he graduated from the Universite de Moncton with a BBA in Finance and Economics. He joined RBC in 2006 after nine years with a leading Canadian insurer.

Jason works closely with advisors to integrate insurance into their practice and speaks regularly at client seminars and special events within the community. He works closely with clients’ accounting and legal advisors to insure proper proposals meet clients’ needs.

Jason has his Bachelor of Business Administration (BBA). He is currently pursuing his Certified Financial Planner designation and is a member of Advocis, which is the oldest and largest voluntary professional membership association of financial advisors and planners in Canada

 

Mona-Lisa Lavallée, CPA, CA Financial Planning Specialist

Mona-Lisa is a Chartered Professional Accountant (CPA), Chartered Accountant (CA) and has a Bachelor in Business Administration (Major in Accounting) from Université de Moncton. Mona-Lisa has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course.

Prior to joining RBC, Mona-Lisa was employed as a Tax Manager at one of the world’s leading accounting firms. She specialized in providing personal, corporate, and estate planning services to high-net-worth individuals and their owner-managed entities.

 

Nathalie Wybouw, CPA, CA, CFP Financial Planning Specialist

Nathalie is a Chartered Accountant (CPA, CA) and has completed the Canadian Institute of Chartered Accountants (CICA) In-Depth Tax Course. She has a Bachelor in Business Administration (Major in Finance), a Certificate in Accounting and a Master in Project Management. She has also completed the Certified Financial Planner (CFP) designation.

Prior to joining RBC, Nathalie was a manager at one of the large public accounting firms. She specialized in providing tax compliance and tax planning services to individuals and their owner-managed entities.

 

Jeremy Moore, Private Banker

As a Private Banker, Jeremy Moore provides over seven years of expert financial counsel to high-net-worth businesses, families and organizations in the Halifax area. Mr. Moore acts as a dedicated relationship manager for his clients and their families, who value his discretion and responsiveness, as well as his experience addressing a broad range of wealth, retirement and credit planning needs through all stages of their financial lives. Prior to joining Private Banking, Mr. Moore was an Investment and Retirement Planner with RBC Royal Bank, where he provided comprehensive financial solutions to his clients, collaborating whenever needed to ensure synergy with their investment and tax planning needs. To ensure that his clients receive a high level of financial planning expertise, he has also earned his designation as Certified Financial Planner (CFP).

As part of a tailored suite of Private Banking services, Mr. Moore designs sophisticated banking, personalized short- and long-term wealth plans and flexible credit packages for his clients. Through RBC, he provides a complete range of services – including commercial banking, estate planning, and domestic and international trusts – to meet each client’s specific needs.

Mr. Moore is fluent in English and French. Originally from Charlottetown, he holds a Bachelor of Business Administration degree from the University of Prince Edward Island, where he was president of the UPEI Business Society. Outside of the office he sp

 

Claudia Morrison, PFP, CIM Regional Trust Advisor

As a Regional Trust Advisor, Claudia Morrison serves clients throughout the Ontario and Atlantic regions and is located in the Ottawa office. Claudia provides strong organizational and relationship-building skills to deliver comprehensive estate and trust solutions for executors, trustees and beneficiaries. Clients appreciate her ability to explain complex concepts of estate and trust administration in terms that they can relate to and with sensitivity.

A graduate of Carleton University with a Bachelor of Arts Honours degree, Claudia has continued to deepen her knowledge and expertise with key industry designations such as the Personal Financial Planner (PFP) and Chartered Investment Manager (CIM) designations. She has also completed the Canadian Securities Course.

Claudia has held various roles in banking, investment counselling and estate and trust administration that provide her with a unique depth of understanding around integrated solutions to meet client needs. With more than 20 years of financial services experience, Claudia brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. Claudia understands that no two clients are the same and so together with her RBC Estate & Trust Services partners, she can find the solution that’s right for you.