Our RBC Partners

Murray has been providing advice and technical support in relation to high-net-worth family wealth planning since 1994. Conversations include scenarios to be aware of in transitioning, including the costs of transitioning, your assets to your intended heirs. Additional areas of concern may include tax, asset preservation and philanthropic planning.

Murray’s expertise encompasses both domestic and international family circumstances, and in many cases is focused on the challenges of transitioning a family business. His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts.

Before joining RBC’s Canadian Wealth Management Services team in 2008, Murray worked with RBC’s Global Private Banking group as the senior resource in their global trust business for over 13 years.

Prior to joining RBC, Murray practised law for six years in the areas of estate and tax planning, as well as various areas of business law.

Murray was a Director of STEP Canada (Society of Trust & Estate Practitioners) from its inception until 2009, and has been a member of the International Tax Planning Association and the Canadian Tax Foundation over the years. He has been a featured speaker at Estate Planning Councils, Law Society and STEP practitioner education conferences in Canada and abroad.

Grant attended Concordia University in Montreal where he completed a Bachelor of Commerce degree in 1992. He holds three financial planning designations, a Specialist designation from the Trust Institute, and is also a member of the Society of Trust and Estate Practitioners. Grant has completed the in-depth tax program with the Canadian Institute of Chartered Accountants (Levels I, II and III).

Grant has over 25 years of progressive experience in various roles within the financial services field. In addition to his work with RBC Wealth Management, he is currently teaching Tax and Estate Planning courses for the Institut Québecois de Planification Financière to support the continuing education requirements of financial planners in the province of Quebec. Grant has also provided support to the Financial Planners Standards Council of Canada as a subject matter expert and has taught financial planning courses at George Brown College in Toronto.

Jim specializes in providing cross border tax planning. He joins RBC Wealth Management Services having recently retired from KPMG LLP after 33 years of services.

Most recently, he was a partner and the Practice Leader of KPMG’s International Executive Services (“IES”) practice in Canada, where he provided cross border tax and consulting services to employees, their employers, high net worth individuals and individuals with investments outside their home country. Jim was a member of the KPMG IES Global Steering Group which establishes strategies, policies and procedures for KPMG’s global IES practice.

Jim was also the practice leader for Global Wealth Services (“GWS”), which provides U.S. and Canadian income, trust and estate planning services to executives and high net worth individuals.

Prior to relocating to Toronto in June 1993, he worked in New York, Hong Kong and Miami where he served U.S. based clients expanding internationally and foreign-based clients from Canada, Europe, Asia and Latin America expanding into the U.S. He and his wife, Suzanne, moved to Colorado during 2014 where he continues to practice cross border tax planning.

As both a Canadian Chartered Professional Accountant and a U.S. Certified Public Accountant, Jim is uniquely prepared to provide international tax consulting services. Furthermore, having been an expatriate himself for over twenty-seven years, he is “intimately” aware of the cross border tax issues.

After completing a Master of Arts degree in English at the University of Waterloo, Alessandra obtained a Juris Doctor from the University of Toronto, Faculty of Law in 2000. She was called to the Ontario bar in February of 2002, and commenced her career as a tax lawyer with the Toronto office of a prominent national law firm, completing Levels I and II of the Canadian Institute of Chartered Accountants’ In-Depth Tax Course. 

Over her years in private practice, Alessandra served a variety of business clients and their owners ranging from technology start-ups to established manufacturing, property development and retail businesses, advising on tax and estate-planning, including wills and trusts.

Alessandra is now pleased to offer her years of advisory experience to provide Will and Estate Planning services to RBC’s valued clients.

Albert attended the University of Waterloo where he completed an Honours Bachelor of Science degree in Science and Business and a Masters of Accounting degree. He is a Chartered Accountant and spent eleven years with a large public accounting firm where he rose to the position of Senior Tax Manager. Prior to joining RBC, Albert was focused on providing professional services to an array of clients, from individuals and their owner-managed businesses to publicly owned entities.

Albert is a member of the Chartered Professional Accountants of Canada, Chartered Professional Accountants of Ontario and has completed as well as tutored the Canadian Institute of Chartered Accountants’ In-Depth Tax Courses.

Albert believes that planning is critical to helping people meet their financial objectives. As a Financial Planning Specialist at RBC Wealth Management Services, Albert’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans for clients.

Analytical by nature Adam focuses his attention on what matters - you, your family and business, by immersing himself in listening and learning all you have to share. Along with Lynn Prudom, their team offers a holistic approach by emphasizing your wealth goals and objectives are heard and understood. They implement solutions that enhance, protect and ultimately ensure the wealth you worked hard to create maximizes your legacy and is shared according to your wishes with heirs or charities you passionately support.

After many years in the financial services industry Adam joined RBC in 2019. He is dedicated to providing analysis of complex cases, designing customized solutions utilizing insurance-based solutions and demonstrating how to increase net worth, simplify wealth planning and reduce the impact of taxation.

Outside of work Adam happily spends his time keeping up with his wife and two young children all while taking his recreational softball very seriously.

As a Senior Trust Advisor, Susan Macdonald serves clients throughout Western Ontario and is located in the Hamilton office. With a career focused on client relationships, she is dedicated to her clients and provides a personalized service tailored to their specific needs. She provides a wealth of knowledge relating to trusts and their administration. Susan has continued to deepen her knowledge and expertise with key industry designations such as Member, Trust Institute (MTI) and Trust and Estate Practitioner (TEP) designations. /p>

Susan works with individuals, families and businesses to provide customized estate, trust and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a power of attorney, Susan can help.

With more than 20 years of industry experience, Susan 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. Susan understands that no two clients are the same and so together with her RBC Royal Trust partners she can find the solution that’s right for you.

Clive Slade brings over 30 years of international banking experience to his role as a Private Banker. His banking career started (1990) in the UK with Barclays Bank Plc. He was based in the beautiful English Lake District; mastering each role progressing to management before making the move to Canada.

In 2003, Clive moved to Canada, and with that, RBC. He had met a Canadian girl who was travelling her way around Europe and the UK. She brought him to Canada where they have now been married for over 20 years.

While working for RBC in various Senior Leadership roles, he earned his Personal Financial Planner (PFP) designation. Clive's last role was as a successful, award-winning, Commercial Banker. As a trusted strategic advisor, he brings strong relationship management skills to his high-net-worth clients in London and the surrounding area.

As your dedicated Private Banker, Clive will take the time to discover what is important to you and your family, as well as your personal financial and wealth goals. Along with his team, which includes a Private Banking Associate and a Manager, Credit Structures, he will create a strategy and make recommendations on a plan of action that is right for each unique client situation. He also has access through the RBC network to call on a team of specialists, in Canada and key markets worldwide. This team enables him to provide a complete range of services - delivering integrated financial solutions to ensure clients' meet their goals through investments, business banking, estate planning, and Trusts, both domestic & international.

As a long-time resident of St. Marys & Perth County, he enjoys volunteering in his local community and supporting fundraising and awareness events. Clive currently offers his time and expertise, by sitting on the board for; Family Services Perth Huron, St. Marys Committee of Adjustments, and the St. Marys Heritage Committee.

When not working for his clients or volunteering, he enjoys spending his time with his wife, their two sons, and Harry the dog. In his leisure time, he is often found refereeing on a Rugby pitch, golfing or entertaining family and friends.

Tina Comrie brings more than two decades of experience in financial services to her role as Private Banker. A Thunder Bay native, Ms. Comrie now provides comprehensive financial management to clients and their families throughout London and western Ontario.

Her significant career has honed Ms. Comrie's ability to serve her clients through all stages of their financial lives. Working with a relatively small client base allows her to act as a true financial partner, and she teams with her clients and their families as well as their legal, tax and insurance advisors to develop a customized strategy that acts as a "road map" for achieving their financial goals.

Ms. Comrie designs sophisticated banking, personalized short- and long-term lending, and flexible credit packages for her clients. And through the RBC Financial Group, she works with top specialists in Canada and in key markets worldwide. This team enables her to provide a complete range of services - including investments, business banking, estate planning, and domestic and international trusts - to meet each client's specific needs.

An active member of her community, Ms. Comrie volunteers her time with the Children's Health Foundation. Her recreational interests include golf and travel.

Ms. Comrie has earned her Personal Financial Planner designation and her Mutual Funds License, and she has successfully completed the Canadian Securities Course. She holds a degree from Lakehead University.

As a Premier Banking Advisor, Carly provides holistic personalized attention and comprehensive strategies to high-net-worth business owners, executives, professionals and their families.

Carly works with a select number of clients in Windsor, Sarnia and Chatham markets. She acts as a member of your Investment Advisor's extended wealth management team to ensure the smooth integration of often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions.

A sophisticated credit expert, Carly can leverage strategies to support your goals. Her key focus is a client centered approach and to maintain high standards of client service and value added advice. When necessary, she can access specialists from across RBC to work collaboratively to provide a complete range of complementary services.

Carly offers an extensive background in client relationship. She is a high performing individual with a wealth of knowledge and a high level financial service and sales experience. She is a dedicated banking professional with 26 years in the financial services industry, working in a variety of roles that include Re-tail Banking, Business Banking, Healthcare Specialist, and Cash Management. She has spent the last 10 years as a RBC Financial Advisor where she was also the dedicated in-house retail representative for RBC Dominion Securities in Windsor.

Joanne is your Risk Assessment Insurance Specialist with 18 years of industry experience. From claims to high net worth account manager, Joanne has seen it all.

A hockey mom of two, Joanne brings the same intensity to servicing clients. With her experience, she understands the importance of taking care of you each step of the way. She’s seen the value her advice can offer, delivering the peace of mind that comes with helping you protect what matters most.

Joanne has a diploma in Radio Broadcasting and has her Canadian Accredited Insurance Broker designation. She is currently working on her Chartered Insurance Professional designation.