A team approach to professional wealth management

The RBC Wealth Management Services team works closely with us to provide strategies to help reduce your taxes, plan for your retirement and protect your legacy.

With over 250 highly accredited tax, legal and financial professionals, the industry-leading RBC Wealth Management Services team helps us provide the integrated wealth management solutions you would normally only expect to find at a family office acting for Canada's wealthiest families.

From comprehensive financial plans to guidance on complex tax and legal issues, this team of highly skilled specialists helps your Investment Advisors create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors.

The team’s areas of expertise include:

  • Retirement planning: Helping you meet your retirement income goals and maximize your after-tax retirement income
  • Financial planning: Creating a comprehensive strategy to help you stay on track to meeting your financial and life goals
  • Taxation: Implementing strategies to help reduce your family’s tax burden
  • Business ownership planning: Helping you effectively transition from your business while reducing taxes and maximizing retirement assets
  • Estate and trusts: Efficiently transferring your wealth to the next generation
  • Insurance solutions: Providing financial security, tax reduction, enhanced retirement income and legacy protection
  • Charitable giving: Helping you maximize your charitable legacy

RBC Private Banking

Advisor

Soha Morsi

Private Banker, RBC Private Banking


Advisor

François Demers

Private Banker, RBC Private Banking


Advisor

Daniel Gladu

Private Banker, RBC Private Banking


Advisor

Christopher Saba

Private Banker, RBC Private Banking


RBC Private Banking Premier

Advisor

Gabriel Felix

Premier Banking Advisor, RBC Royal Bank


Advisor

Kareem Diab

Premier Banking Advisor, RBC Royal Bank


Financial Planning Specialist

Advisor

Richard Cléroux, MBA, LL.B, F.Pl., FCSI, CIM, JD, CIWM, CFP

Financial Planning Specialist, RBC Family Office Services


Will & Estate Consultant

Advisor

Michael Neudorf, LL.B

Will & Estate Consultant, RBC Family Office Services


Business Owner Specialist

Advisor

Paule Gauthier, CPA, CA, LL.M, TEP

Vice President, Business Owner Specialist, RBC Family Office Services


Advisor

Nathalie Elharrar-Noik, BA, LL.B, TEP

Vice President, Business Owner Specialist, RBC Family Office Services


Advisor

Nathalie Fisette-Caza, MBA, Pl. Fin., MTax., TEP

Vice President, Business Owner Specialist, RBC Family Office Services


RBC Royal Trust

Advisor

Sabrina Silvano, LL.B, JD

Will and Estate Advisor, RBC Royal Trust


Estate Planning Specialist

Advisor

Daniel C. Duchesne, CLU, MBA, F.Pl., FEA

Financial Security Advisor, RBC Wealth Management Financial Services Inc.


Advisor

Noel Bonnici, FCIA, FSA

Financial Security Advisor, RBC Wealth Management Financial Services Inc.