Megan graduated from Queen’s University in 2012 with a Bachelor of Arts Honours degree, and in 2017 from the Faculty of Law. During law school, she worked as a student caseworker for the Queen’s Elder Law Clinic, providing testamentary and incapacity planning services to clients, including drafting wills, powers of attorney, and guardianships.
Since her call to the Ontario Bar in 2018, Megan has dedicated herself to the areas of wills, estates, and trust law. Prior to joining RBC, Megan practiced at a boutique estate litigation firm in downtown Toronto, assisting beneficiaries, trustees, executors and other parties with both contested and uncontested litigation of estates and trusts, including, estate and trust administration, passing of accounts, interpretation and rectification of wills, variations of trust deeds, and will challenges.
Megan is a member in good standing of the Law Society of Ontario. She is also a member of the Canadian Bar Association, the Ontario Bar Association (OBA), Young Women in Law, and the Junior Trusts and Estates Practitioners Group (JTEP). Recently, she served as an executive member of the OBA’s Elder Law Committee.
Megan would be pleased to work with you and your advisor on your estate and trust matters, and help you to ensure your goals are met in a prudent and efficient manner.
As a Senior Will and Estate Advisor for the Greater Toronto Area, Lesley Donsky brings an approach to estate planning that centers on understanding and addressing the unique needs of each client, working collaboratively with both the client and their trusted advisors to develop a comprehensive and effective estate plan.
Whether clients hope to protect a disabled heir, incorporate succession planning for their business, address the unique concerns arising from second spouses and blended families, minimize family conflicts, or deal with beneficiaries or assets that are situated outside of Canada, Lesley can help craft a tailored estate plan that meets their individual needs.
Lesley is a graduate of the University of Windsor Faculty of Law with a Juris Doctor degree and holds a Trust and Estate Practitioner (TEP) designation. She is a member of the Law Society of Ontario, the Canadian Bar Association (CBA) and the Ontario Bar Association (OBA), the Estate Planning Council of Canada and the Junior Trust and Estate Practitioners Group (JTEP), as well as a full member of STEP Canada.
In 2022, Lesley was nominated and shortlisted for the Young Practitioner of the Year Award through the STEP Client Awards, which recognizes excellence among practitioners who demonstrate great promise in the industry.
Before joining RBC Royal Trust, Lesley worked at two of Toronto’s top will and estate planners and estate litigation firms. In addition to her law degree, she earned an Honours Bachelor of Arts in Sociology and Criminology from Western University, where she was awarded the Gold Medal in Criminology for her academic achievement.
The combination of Lesley’s professional experience and commitment to providing practical solutions make her an invaluable resource for both clients and their financial advisors.
Peter Mulrooney brings more than 20 years of experience in financial services to his role as Private Banker, in which he delivers personalized, discreet financial counsel to a select group of clients throughout the greater Toronto area.
As Private Banker, Peter and his team – which includes dedicated Private Banking Associates and a Credit Structures Manager – collaborate with RBC partners in Canada and around the world to provide tailored banking solutions to business owners, wealthy families, executives and professionals. Based on a deep understanding of each client’s unique circumstances, solutions may include specialized wealth management planning, business owner planning, estate planning, along with domestic and international trust structures. Through this customized Private Banking experience, his clients are able to simplify the many details of their financial lives and focus on their career and personal goals.
By working with a relatively small number of clients, Peter is able to ensure responsive service and the level of attention his clients require to focus on other aspects of their lives. When necessary, he will work with his clients’ other professional advisors to deliver comprehensive, integrated financial solutions.
Peter began his career in the financial industry in 1992 after graduating from Memorial University with a Bachelor of Commerce degree. His experience includes personal and commercial banking, financial planning, finance, and sales strategy. Peter holds a Master of Business Administration degree from Dalhousie University, the Specialist – Trust Institute Diploma (STI), and the Personal Financial Planner (PFP) designation.
Peter enjoys spending time with his wife Nichola and daughter, Robyn. His leisure activities include boating, hockey, indoor cycling, and reading.
Barrington Grey, CFP, CLU, FEA
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
After four years with a leading life insurer, Barrington joined RBC in 1993 to help RBC advisors introduce their clients to a new strategy to build and protect their wealth: tax-exempt insurance. Since then, clients, along with their tax and legal advisors, have come to rely on his expertise and advice as a recognized specialist on insurance-based wealth enhancement and protection.
Barrington is an accredited Certified Financial Planner, Chartered Life Underwriter and Family Enterprise Advisor. He is also a member of CALU, the Conference for Advanced Life Underwriting which mandates interests specific to advanced financial planning issues related to estate planning and corporate-owned life insurance, to name a few.
Always willing to contribute to the insurance community, Barrington is regularly called upon as a featured speaker at national conferences held by life insurers and affiliated industry associations.