Extending our wealth of expertise

As part of RBC Dominion Securities, one of Canada’s most robust wealth management firms, we are proud to connect our clients to a vast array of experts according to their unique needs, from financial planning to estate planning and beyond.

Advisor

Melissa Nagelbach, LL.B

Will & Estate Consultant, Family Office Services, RBC Wealth Management


Advisor

Yat-Sze Lo, CPA, CA, CFP

Vice President and Financial Planning Specialist, Family Office Services, RBC Wealth Management


Advisor

Darren Bank, CPA, CA, TEP

Vice-President, High Net Worth Planning Services, Family Office Services, RBC Wealth Management


Advisor

Sean Murray, MBA, CPA, CMA, TEP

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


It has been a pleasure working with Marc and the extended team at RBC Dominion Securities. We were introduced to Marc over 10 years ago as novice investors just getting started on our financial planning journey. The extended team has helped my spouse and me with Will & Estate recommendations, retirement scenario financial modelling and estate planning considerations. I appreciate the additional value-added services RBC Dominion Securities makes available to its clients. Marc and the extended team are always responsive and make us feel welcome with any inquiry we may have.

– R.B. & E.B., clients for over 10 years

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