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              Harper Morais Wealth Management
              A guide to family meetings: Five tips to consider

              A guide to family meetings: Five tips to consider

               July 31, 2024 |RBC Wealth Management

              These strategies can help make family meetings an effective tool in wealth-transfer planning.

              Read more

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              Andy Harper

              Senior Portfolio Manager & Investment Advisor
              andy.harper@rbc.com
              Phone: 519-822-2083
              Fax: 519-822-1982
              Toll-Free: 1-800-461-0924

              Marc Morais

              Portfolio Manager & Wealth Advisor
              marc.morais@rbc.com
              Phone: 519-822-2083
              Toll-Free: 1-800-461-0924

              Paula Dal Bello

              Senior Associate
              paula.dalbello@rbc.com
              Phone: 519-822-2083

              Michael Gardiner

              Associate Investment Advisor
              michael.gardiner@rbc.com
              Phone: 519-822-2083
              Toll-Free: 1-800-461-0924

              Chanelle Byrne

              Associate
              chanelle.byrne@rbc.com
              Phone: 519-822-2083
              Fax: 519-822-1982
              Toll-Free: 1-800-461-0924

              Harper Morais Wealth Management
              of RBC Dominion Securities Inc.

              andy.harper@rbc.com

              Branch information
              42 Wyndham St. N
              3rd Floor
              Guelph ON, N1H 4E6

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