How we elevate our expertise

The Harbour Group’s unmatched size grants you unparalleled access: Our relationships within RBC and beyond go all the way to the top, so we are able to collaborate closely with today’s leading experts to enhance our thinking and elevate our service to you.

Will and estate specialists

Advisor

Kelly Rivard, LL.B, CFP, TEP

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


Advisor

Connie Freitas, BA, LL.B

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


Estate planning specialists

Advisor

Barrington Grey, CFP, CLU, FEA

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


Advisor

Andrew Sipes, CLU

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Joel Cuperfain, CLU, BA, LL.B, LL.M, TEP

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


Advisor

Anna Constantino, CLU, CFP®

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


High-net-worth planning specialist

Advisor

Prashant Patel, CFP, TEP

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


 

Investment strategists

Building upon the time-tested know-how of partners Chris Newall, Graeme MacGregor, Peter Coward, and John Grant, as well as in-house market strategist Robin Gullason, we strengthen our investment decision making with strategic and tactical guidance from the independent analysts on the RBC Portfolio Advisory Group.

 

Informal consultants

The Harbour Group’s network includes our clients, a sizable group that spans all trades and industries, and serves as an informal sounding board for investment ideas.

How Harbour makes great better

Scale opens doors. As the firm’s largest team, The Harbour Group has access to the top partners within RBC and beyond.

Meet our in-house market strategist

Ready to raise the bar on your financial life?

Whatever your starting point, we promise to apply the tremendous capabilities of our team to deliver you to higher ground.

Start today