Working with our extended team of experts


We want our clients to experience best of both worlds – the feel of a small, boutique financial firm backed by the strength and resources of Canada’s largest financial institution. From private banking to commercial banking to capital markets, our dedicated, in-house specialists are at your service.


John Simes, JD

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


Victoria Schneider, JD, TEP

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


M.C. (Mike) Macoun, CLU, CHS, TEP

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


Faisal Jamal, CPA, CA

Vice President, Business Owner Specialist, RBC Family Office Services


Jason Fong, B.Comm., CPA, CA

Financial Planning Specialist, Family Office Services, RBC Wealth Management Canada


Kelly Kotello, B.Comm., CPA, CA, CFP

Financial Planning Specialist, RBC Family Office Services

RBC Private Banking

We’re always looking for ways to make our clients’ lives easier. That’s why we work closely with our talented Private Banking partners to manage more complex banking needs. These financial experts can offer you, your family, and your business sophisticated banking, cash management, and credit solutions, in addition to collaborating with other professional advisors for a seamless banking experience.

RBC Commercial & Corporate Banking

RBC Commercial & Corporate Banking can offer clients the right financial solutions and services for their businesses or companies. Our team provides essential guidance when it comes to coordinating and incorporating these exclusive services into your overall wealth plan. If you’re looking to improve your current banking arrangements, we can help you find the best way to manage all of the moving parts.