As a Premier Advisor with RBC Wealth Management Private Banking, Aneta Fojna provides personal service and tailored advice to help clients save time and effectively manage their day to day banking needs.
Working as a single point of contact, Aneta will access specialists from across the organization in order to provide a complete range of complementary services to support the individual short and long term goals of our Wealth Management clients in the Sarnia, Chatham and Windsor area.
Aneta draws on 12 years of experience within RBC, where she has had the opportunity to engage in several aspects of our retail growth strategy, helping drive RBC's direction for the future and foster long-term client relationships across multiple channels within our Communities. Aneta has been recognized throughout her career at RBC with numerous Royal Performance Awards, including Bronze, Silver, Gold and Convention Award.
She completed her Bachelor of Business Management at the Oskar Lange Academy of Economics in Poland, followed by her completion of the Business Marketing & Sales Certificate at Sheridan Institute of Technology & Advanced Learning in Oakville, Ontario. She also holds accreditations through the Canadian Securities Institute which include IFIC, PFSA, FPI and FPII
Aneta was born in Poland and now lives in Sarnia with her husband and two sons. In her spare time, she volunteers in Sarnia's polish community and acts as a member of the Finance Council for Sarnia Bluewater Roman Catholic Family of Parishes
David Bowman offers an extensive background in client relationship management and draws on years of experience within RBC to his role as Private Banker.
David grew up in St. Catharines, ON and enjoyed a 5-year professional hockey career before hanging up the skates to work for his family's business, and eventually joining RBC in 2014.
As a Private Banker with RBC Wealth Management, Private Banking, David provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families. .
David works with a select number of clients throughout Essex County to address their often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions.
When necessary, he can access specialists from across RBC in order to work collaboratively to provide a complete range of complementary services, from investment management to estate and legacy planning, and from domestic and international trust services to sophisticated credit and leverage strategies to support individual short- and long-term goals.
A graduate of the University of New Brunswick with an MBA degree, he has continued to deepen his knowledge and expertise with key industry designations such as PFP and Investment Funds in Canada.
David is married to his wife of 12 years, Angela, and together they have 2 beautiful girls, Olivia and Grace. They moved home to Essex County where Angela was born and raised (Stoney Pointe), and where David played 4 years with the Windsor Spitfires. Away from the office, David enjoys spending time with his daughters, and playing golf and hockey.
"Estate planning is sensitive so I practice at being the best listener I can be." Focusing on each person, Lynn provides education throughout the wealth management process including the potential risks of unexpected events and how to protect and grow your wealth for future generations.
Along with Adam Bissell, our team offers a holistic approach that emphasizes you are heard and understood regarding your wealth goals and objectives. By focusing on what matters, protecting you, your family and your business, we demonstrate solutions that address your unique needs by helping ensure a lasting legacy for your heirs and charitable organizations.
Having joined RBC in 1996, Lynn was an Investment Associate prior to discovering her passion for insurance solutions in 2009. When not at work Lynn is often found at a ball game, hitting the slopes or snacking on fries under the Bluewater Bridge with her husband and two children.
Mary obtained her Bachelor of Laws from the University of Western Ontario in 1983. She was called to the Ontario Bar in 1985.
Following her call to the Bar, Mary was in private practice for 24 years, specializing in the areas of will and estate planning, estate administration, real estate and corporate law. Since 2011, she has worked exclusively in the areas of will and estate planning with a major trust company and a bank. Mary joined RBC Wealth Management in October 2016.
Mary is a member of the Law Society of Upper Canada and the Middlesex Law Association.
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.
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.