Private Banking Advisor
As a Private Banker with RBC Wealth Management, Private Banking, Paul Boissonneault provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families in the Ontario North East region.
Mr. Boissonneault’s career spans over 19 years in the financial services industry, including 17 years with RBC. Prior to joining as Private Banker, Mr. Boissonneault developed tailored credit and lending structures for Private Banking clients with complex credit and leveraging needs. Drawing on this experience, along with his extensive experience in retail banking as Branch Manager and Senior Account Manager, Healthcare Professionals, he now develops innovative solutions to help his clients achieve their long-term financial goals.
As a trusted advisor to his clients, Mr. Boissonneault and his team provide customized solutions that include complex credit structures, tax and retirement planning and sophisticated packages for managing daily banking and cash management needs. As needed, he will partner with a broad range of experts across RBC to deliver investment management, Wills and estate planning, commercial banking, business succession planning and trust structures to meet both the domestic and international needs of their clients.
Mr. Boissonneault holds two diplomas in financial services and business administration from Canadore College in North Bay, Ontario. To ensure that his clients receive a high level of financial planning expertise, he maintains his professional knowledge through industry courses and programs, and has earned the Professional Financial Planner (PFP) designation.
Born and raised in Kirkland Lake, Ontario, Mr. Boissonneault is an avid outdoor enthusiast, and enjoys all the nature and wildlife that Northern Ontario has to offer. He plays a variety of sports (hockey, baseball, squash and golf, among others) and coaches for the Kanata Minor Hockey Association in Ottawa. Since 2011 he has also been involved with Economics For Success, a program by Junior Achievement – Central Ontario that inspires youth to stay in school and pursue their educational and career goals. He has been married since 2000, and is the proud father to a son and daughter.
Premier Banking Advisor
As a Premier Banking Advisor for Sudbury and Northern Ontario, Francine McLean works as a single point of contact providing banking and credit solutions for select clients of RBC Dominion Securities and their families. Partnering with Investment Advisors across the region, she provides personalized service and tailored advice to help clients save time and efficiently manage their day-to-day banking and credit solutions.
With over 29 years of experience in the financial industry with Royal Bank of Canada, Francine is well respected by both her clients and peers alike. Prior to her current role, Francine held various roles at RBC, giving her a wide scope of knowledge in banking advice. The most noteworthy of these roles is her 14 years of service as a Financial Advisor, for which she received many prestigious recognitions.
Clients appreciate Francine's extensive experience and efficiency as a banking and advisory professional. She also has the ability to service clients in English or French as she is fluent in both languages.
Born in Elliot Lake and raised in Spanish, Ontario, Francine moved to Sudbury, where she now lives with her husband & children. Committed to giving back to her community, Francine loves volunteering regularly, as well as playing volleyball and refereeing hockey.
Financial Planning Specialist
Mouyleng (Mou) Ly is a Chartered Accountant and a Certified Financial Planner. Mou obtained her Bachelor of Commerce degree from the University of Ottawa. She has completed the CICA In-Depth Tax course and is a member of The Society of Trust & Estate Practitioners (Canada) and the Canadian Tax Foundation.
Prior to joining RBC in 2011, Mou provided professional services to individuals and their owner-managed entities, specializing in personal and corporate tax, estate and financial planning.
Mou’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.
Estate Planning Specialists
It's yours. It is your life, your family, your business, your legacy. With that in mind, Annett's core belief is to "Appreciate the little things in life." This allows her to connect to what matters most for each client and their unique situation.
Collaborating with client's trusted advisors, Annett works with affluent families, professionals and business owners to implement tax efficient strategies that help to achieve their wealth management objectives. Her ability to simplify the complexity of these solutions bring clients understanding and peace of mind that the recommendations will help them achieve their goals.
For over 20 years, Annett has specialized in estate planning within the financial industry, where her reputation of working relentlessly and endlessly on behalf of clients has made her a sought after advisor. Her natural ability to build trust and earn respect is part of the personal warmth she brings to her work. After all, it is your life, your family, your business, your legacy.