Professional Partners

Doreen has been in the financial services industry since 1988, both as an advisor and as a wealth planning analyst, where she assisted advisors with providing high-quality financial planning services to their high-net-worth clients.

Prior to joining RBC, Doreen provided comprehensive financial planning guidance and advice to executives, business owners, professionals and high net worth families. Doreen assists clients in addressing all areas of their wealth by using a holistic approach to Financial Planning.

Doreen believes that planning is critical to helping people meet their financial objectives. Doreen’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans for clients.

After completing a Master of Arts degree in English at the University of Waterloo, Alessandra obtained a Juris Doctor from the University of Toronto, Faculty of Law in 2000. She was called to the Ontario bar in February of 2002, and commenced her career as a tax lawyer with the Toronto office of
a prominent national law firm, completing Levels I and II of the Canadian Institute of Chartered Accountants’ In-Depth Tax Course.

Over her years in private practice, Alessandra served a variety of business clients and their owners ranging from technology start-ups to established manufacturing, property development and retail businesses, advising on tax and estate-planning, including wills and trusts.

Alessandra is now pleased to offer her years of advisory experience to provide Will and Estate Planning services to RBC’s valued clients.

Complimentary Will & Estate planning consultation

In appreciation of your valued business relationship with us, your advisor is pleased to offer you a complimentary Will & Estate Planning consultation with Alessandra, a Will & Estate Consultant.

Alessandra works closely with your advisor to provide you with information on structuring your estate in an efficient and tax effective manner. Following your meeting, Alessandra will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.

To schedule a meeting with Alessandra Prioreschi, please contact your advisor.

Il s’agit de votre vie, de votre famille, de votre entreprise, de votre legs. Ayant ce principe à l’esprit, Annett a la ferme conviction qu’il faut apprécier les petites choses de la vie. Elle est ainsi en mesure de cerner ce qui importe le plus pour chaque client et la situation unique de ce dernier.

En collaboration avec les conseillers de confiance du client, Annett travaille avec des familles fortunées, des professionnels et des propriétaires d’entreprise pour mettre en œuvre des stratégies efficaces en matière d’impôt qui aident ces derniers à atteindre leurs objectifs en matière de gestion de patrimoine. Sa capacité à simplifier de telles solutions permet aux clients de comprendre que les recommandations les aideront à atteindre leurs objectifs, et ce, tout en leur assurant la tranquillité d’esprit.

Depuis plus de 20 ans, Annett s’est spécialisée dans la planification successorale au sein du secteur financier, où sa réputation de travailler sans cesse et d’arrache-pied au nom des clients a fait d’elle une conseillère recherchée. L’aptitude naturelle d’Annett à susciter la confiance et gagner le respect fait partie de la chaleur humaine qu’elle apporte à son travail. Après tout, il s’agit de votre vie, de votre famille, de votre entreprise, de votre legs.

As a Business Owner Specialist, High Net Worth Planning Services, Bobby, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.

Bobby has over 15 years of experience working with owners of privately held businesses to help them develop business succession, tax and estate planning solutions tailored to their goals and objectives. Prior to joining High Net Worth Planning Services, Bobby provided tax, retirement, estate and financial planning advice to RBC advisors and their clients. He has written articles on various topics including determining the value of a business, farm succession planning, tax planning and retirement planning.

Prior to joining RBC, Bobby was a Vice President at a boutique business valuation firm in Toronto where he worked with business owners to help them determine the value of their business for divestitures, litigation, tax and estate planning purposes. He also worked with owners to help them identify the value drivers of their business.

Bobby is a Chartered Business Valuator, a Chartered Professional Accountant and has a Bachelor of Commerce degree from the University of Toronto. He has also completed all three levels of the CPA In-Depth Tax Course.

Étant conseillère de Banque privée Première pour la région de Sudbury, du Nord de l'Ontario et du Nord du Québec, Francine est le point de contact privilégié et offre des solutions pratiques reliées au crédit et aux affaires bancaires à tous ses clients distingués de RBC Dominion valeurs mobilières et leurs familles. En partenariat avec les conseillers(ères) RBC de la région, elle offre un service personnalisé et des conseils pratiques afin d'aider à sauver du temps pour ses clients et à gérer leurs solutions bancaires quotidiennes et leurs besoins en crédit.

Avec plus de 29 ans d'expérience dans les services financiers avec RBC, Francine a une réputation impeccable et elle est reconnue par ses collègues et ses clients. Dans son rôle précédent, Francine était conseillère financier pour plus de 14 ans et a eue divers rôles chez RBC. De plus, elle a été reconnue plusieurs fois pour ses accomplissements. Ses clients apprécient ses années d'expérience comme conseillère financier ainsi que son engagement à s'occuper de leurs besoins et à les aider à simplifier leurs affaires. Francine est aussi bilingue.

Pour Francine, le bénévolat est important et elle est impliquée dans plusieurs événements supportés par RBC. Elle arbitre aussi au hockey et au ballon-volant dans la région du Grand Sudbury.

Native d'Elliot Lake, elle a grandi à Spanish en Ontario et elle travaille maintenant à Sudbury, où elle habite avec son époux et ses trois enfants. Dans ses temps libre, elle aime jouer au ballon-volant et arbitrer au hockey.

As a Senior Trust Advisor, Daryl Lindsay is responsible for managing a complex book of accounts, working with individuals, families and businesses to provide customized estate, trust and incapacity solutions. He has been serving clients throughout Manitoba, Southern Saskatchewan and Northwestern Ontario for more than seven years. 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, Daryl can help.

A graduate of TAFE – University of Southern Sydney with a Bachelor of Business in Accounting, Daryl has continued to deepen his knowledge with key industry designations including the Personal Financial Planning (PFP) and the Accredited Derivative Advisor (ADA) designations and, most recently, the Trust and Estate Practitioner (TEP) designation, which affords him membership in the Association of the Society of Trust and Estate Practitioners (STEP).

Daryl is well known within the local estate and trust industry and delivers well-balanced advice by staying abreast of product, industry, investment, tax and legislative developments. With a career focused on building client relationships, he is dedicated to providing assistance in the preservation, management and transfer of wealth between generations by providing solutions to implement clients’ estate and trust plans.