Lucas Paulino

Investment Advisor

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Our Partners

Our goal is to deliver a comprehensive, all-encompassing wealth management service to our clients. We work closely with our extended team of RBC professionals who are experts in their respective fields, such as Financial Planning, Estate Planning, Tax Planning, Business Owner Planning, Insurance, and more. Having this expertise under one roof allows for a carefully thought out, efficient, and stress-free experience that covers all of your wealth management needs. 

Will & Estate Consultant

Advisor

Kelly Rivard, LL.B, CFP, TEP

Vice-President & Will & Estate Consultant, Family Office Services, RBC Wealth Management


Financial Planning Specialist

Advisor

Mouyleng (Mou) Ly, CPA, CA, TEP

Financial Planning Specialist, Family Office Services, RBC Wealth Management


RBC Royal Trust

Advisor

Lesley Donsky, J.D., TEP

Will and Estate Advisor, RBC Royal Trust


RBC Private Banking

Advisor

Jean Debos

Private Banker, RBC Private Banking


Insurance Specialists

Advisor

Barrington Grey, CFP, CLU, FEA

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


Advisor

Tracey Goldie, CLU

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