Mary Ellen Isenor, CPA, CA, CFP
Vice President and Financial Planning Specialist
When you have above-average assets, you need an above-average financial plan. Our Financial Planning Specialist, Mary Ellen Isenor, will work with you to develop a comprehensive financial plan that takes all of your unique financial and personal circumstances into account.
Mary Ellen's background includes a Bachelor of Science from Dalhousie University and a Bachelor of Commerce, majoring in Accounting from Saint Mary's University. She is a Chartered Professional Accountant, a Chartered Accountant and a Certified Financial Planner. She draws on over 15 years of experience in public accounting, working with clients to structure their personal and corporate affairs to minimize their overall taxes and maximize their family wealth.
Paul deJager, B.Sc., MBA, CFP, CLU, CHS
Estate Planning Specialist
Paul can help you protect the wealth you have worked to build through innovative insurance-based strategies that minimize the impact of taxes on your estate. Paul has been employed in the financial services industry since 1998, and has extensive experience working with a number of Canada's largest insurance companies. He is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and holds the Certified Health Specialist (CHS) designation.
Sharon Avery, LL.B.
Will & Estate Consultant
Sharon can help address your various estate planning concerns, and recommend the steps you need to take to achieve your goals – whether it’s updating your Will, creating a trust or setting up a charitable foundation. Sharon earned her Bachelor of Laws degree from Dalhousie Law School in 2006, a Bachelor of Public Relations degree from Mount Saint Vincent University (1996) and a diploma in Community Services (1986). Sharon was in private practice with a large regional firm and practiced in the areas of medical defence, health law, estate litigation, Wills, estates, and trusts prior to joining RBC Dominion Securities. Today her role is to work with you and examine your overall Will and estate planning situation, find efficiencies and ensure a smooth transfer of your estate to your beneficiaries.