Vice-President & Financial Planning Specialist,Family Office Services, RBC Wealth Management
Mary is a Chartered Professional Accountant (CPA), Chartered Accountant (CA) and a Certified Financial Planner (CFP). She has received her Bachelor of Science from Dalhousie and a Bachelor of Commerce from Saint Mary’s University. Mary has completed and tutored the CICA In-Depth Tax Course.
Prior to joining RBC in 2008, Mary was employed as a Senior Manager, Tax where she specialized in tax planning for individuals and their owner-managed entities. During her career Mary has been employed by two of the large international public accounting firms and has a broad range of experience in mergers and acquisitions, business succession, estate and trust planning and overall tax minimization.
Mary’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans for clients.
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
As a valuable member of your advisor’s team, Paul can help you create, preserve and increase your wealth by incorporating insurance solutions into your comprehensive financial plan. He is able to provide innovative and tax-efficient solutions to various wealth management issues.
Specializing in working with business owner clients as well as individual high-net-worth clients, he offers customized insurance-based solutions to meet your needs.
Paul has extensive experience in the financial services industry, having begun his career in 1998. Paul has obtained: a bachelor’s degree (B.Sc.) from Dalhousie University and a Master of Business Administration (MBA) degree from St. Mary’s University. He is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Certified Health Specialist (CHS). He is also a member of the Conference for Advanced Life Underwriting (CALU) and Advocis.
Vice President and Will & Estate Consultant, Family Office Services, RBC Wealth Management
Christy obtained a Bachelor of Arts degree (Anthropology) from the University of Waterloo in 2006 and a Bachelor of Laws degree from Dalhousie University in 2009. She was called to the Nova Scotia Bar in 2010.
Following her call to the Bar, Christy was in private practice with a large regional firm and practiced primarily in the areas of Wills, estates and trust law and litigation. Beginning in 2013, she worked exclusively in the area of Will and estate planning with a major trust company. Christy joined RBC Wealth Management in 2018.
Christy is a member of the Society of Trust and Estate Practitioners (STEP) and the Nova Scotia Barristers’ Society.
Shakir Hector is a Premier Banking advisor who takes the utmost pride in making sure that his select clients of wealth management Canada and their families are well taken care of. As a partner to Investment Advisors and Private bankers throughout Atlantic Canada, his tailored advice approach a long side his personalized service allows clients to easily and efficiently manage their banking needs.
With 4 years of experience in the financial services at RBC, Shakir's advice based approach and client centric commitment allows him to offer the best in class client experience. During those years he has also given back to his community by participating it multiple events such as the Halifax Greek fest and Quinfest. These volunteering opportunities were vital in creating his extensive network within the communities.
Born and raised in the beautiful twin islands of Antigua and Barbuda, Shakir came to Canada in 2011 to study at the Saint Mary's University. With a Bachelor's degree in Science he applies problem solving and critical thinking in his approach to solve the everyday needs of his select clients.
Shakir currently resides in Halifax and spends his free time Hiking, Fishing and connecting with his peers.
As a Premier Banking Advisor for Atlantic Canada, Eliza Wang works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, she provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.
With over 6 years of experience in banking services with RBC, Eliza is respected by her clients, her peers and the industry and has received Top Performance recognition. Eliza is strongly committed to giving back to her community and acts as a Board Member and Vice President for Hong Kong Canada Business Association Atlantic Chapter for over a decade.
Eliza received her MBA from Saint Mary's University. When she away from the office, Eliza enjoys reading, cooking and volunteering at local SPCA. Eliza is fluent in English and Mandarin.