Joëlle Hall, CPA, CA, MBA

Investment Advisor

613-564-2165 | Email me
613-564-4801
1-800-267-7680

As an Investment Advisor with RBC Dominion Securities, Joëlle Hall provides access to a comprehensive range of services to help you build and protect your wealth.

Joelle’s 20 years of professional experience, most recently as a tax partner in a “Big Four” accounting firm, together with her educational background including an honours degree in Economics from McGill University and an MBA from the University of Toronto provide her with the breadth of expertise, experience and credentials to help ensure sound advice, expert execution and peace of mind for clients who need solutions for broad and complex wealth management needs.  Her innate interest in people promises that the advice she gives is tailored to her clients’ unique objectives.

Joelle is active in the community serving on the board of Dress for Success Ottawa which she co-founded with a group of like-minded women in Ottawa. 

When she is not advising clients, Joelle spends time with her husband and her three children usually on a soccer field, in a hockey arena or the gym.


Suzanne Simourd, CLU, CH.F.C.

Estate Planning Specialist

Suzanne began her insurance career in Winnipeg, Manitoba in 1986. Her experience as a successful sales advisor, sales manager and training officer enables her to work effectively with a variety of clients with diverse needs and complexities. She is skilled at clearly communicating both clients’ goals and available insurance strategies to achieve their specific objectives. Having achieved the Chartered Life Underwriter and Chartered Financial Consultant designations, Suzanne is committed to ongoing professional development and the respective codes of ethics and standards of conduct required by her professional designations.
 
Suzanne Simourd 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.


Michel Roy

Estate Planning Specialist
 

Michel Roy began his career in the insurance industry in 1988. He has extensive experience helping clients protect their financial security, enhance their retirement income and increase their estate value using tax-exempt insurance solutions.

Working closely with Joelle, Michel employs a comprehensive process to assess your wealth management needs and then recommends either personal or 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. To help you receive high-quality, cost-effective insurance solutions, Michel evaluates various insurance offerings from Canada’s top-ranked insurance providers.

He can also assist you in structuring your insurance contracts to ensure your wealth is transferred to your heirs in accordance with your wishes.


Jonah Rabinovitch, B.A., LL.B., CFP

Financial Planning Specialist

As a Financial Planning Specialist at RBC Wealth Management Services, Jonah's role is to work with and support us in preparing and presenting comprehensive Compass Financial Plans to clients.

Jonah attended the University of Ottawa where he completed a Bachelor of Arts Degree in 2003, and Dalhousie University where he completed his Bachelor of Laws (LL.B.) degree in 2006. Upon completion of his articling position, Jonah practiced law for four years in the areas of tax and estate planning and corporate law.

Jonah entered the financial services industry where he worked for four years as a financial planner with career sales force advisors completing comprehensive financial plans and acting as a resource for their high net worth clients.

He completed his CFP in 2013 and is a member of the Financial Planning Standards Council as well as the Law Society of Upper Canada.  

 

Joseph W. Power, B.A., LL.B

Will & Estate Consultant

As our Estate Consultant, Joe works exclusively in the area of estate planning. Joe can provide advice on the most efficient and tax-effective strategies for the distribution of your estate. This culminates in a formal written plan, which provides direction to your lawyer for drafting your will and guiding you through the complexities of estate planning.

Joe’s background includes a law degree from the University of Western Ontario. He was called to the Bar in 1993 and is a member of the Law Society of Upper Canada, the County of Carleton Law Association, and the Ottawa Estate Planning Council.

Joe has been an instructor in Estate Law at the Bar Admission Course and has been an instructor at the University of Ottawa Law School teaching Wills and the Law of Succession since 2002.

Think of my team as a one-stop-shop offering you the best that RBC can offer.
 
I have assembled a team of banking professionals who work collaboratively to deliver the key solutions you need – key members of my team from RBC Financial Group partners in personal banking, commercial banking, mortgage lending, small business banking and private banking can provide you with a full suite of banking options and a sophisticated range of credit tools  

All meetings with these extended team members are encouraged as joint meetings in an effort to remain on the same page and work together with your best interests in mind.