Our Partners

As a Private Banker for the Ontario North and East region, Nargis Schutte works with families, business owners and professionals to understand their unique, often complex and sophisticated needs. Together with her Private Banking team, she tailors advice and recommendations for her clients and their families, and implements banking, lending solutions and personalized wealth plans.

Nargis has over 31 years of experience in financial services, with much of her career dedicated to meeting the specialized banking needs of health care and business professionals. She holds her Personal Financial Planner (PFP) designation and is committed to ongoing professional education that ensures her clients receive truly knowledgeable service.

Committed to giving back to her community, Nargis volunteers for the Indo-Canada Ottawa Business Chamber (ICOBC) and the Ottawa Heart Institute Foundation. She also actively raises funds for various women's, children's and hospital charities.

Nargis was born in Karachi, Pakistan, and was raised and educated in Watford, UK. She moved to Canada in 1985. Nargis is married and loves to travel. She is fluent in Urdu, Hindi and Punjabi, and can read Arabic. Respected by her clients and her peers, Nargis is the recipient of two RBC Leo Awards.

As a Private Banker, Jason Daly works with clients requiring a high level of expertise and service in managing complex financial affairs. As your single point of contact, Jason leads a team of dedicated professionals to help you achieve the goals you see for yourself, your family and your future.

Jason graduated from Mount Allison University in 2009 with a Bachelor of Commerce degree and holds the Certified Financial Planner (CFP®) designation.

Originally from southern New Brunswick, Jason moved to Ottawa with his wife Maria in 2012. He enjoys spending time with his daughter & playing music in his free time.

Samuel is a Chartered Professional Accountant (CPA, CA), CERTIFIED FINANCIAL PLANNER® or CFP practitioner and has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course. He holds a Bachelor of Commerce degree from Carleton University (concentration in Accounting).

Samuel brings a broad range of experience from his prior roles as a tax manager at both a local and international accounting firm. He has specialized in providing tax advisory, corporate reorganizations and estate planning services to high-net individuals and owner-manager businesses.

As a Financial Planning Specialist at RBC Family Office Services, Samuel’s role is to work with and support advisors in preparing and presenting comprehensive Compass Financial Plans for clients.

As a Regional Trust Advisor, Claudia Morrison serves clients throughout the Northeastern Ontario and Atlantic regions and is located in the Ottawa office. Claudia provides strong organizational and relationship-building skills to deliver comprehensive estate and trust solutions for executors, trustees and beneficiaries. Clients appreciate her ability to explain complex concepts of estate and trust administration in terms that they can relate to and with sensitivity.

A graduate of Carleton University with a Bachelor of Arts Honours degree, Claudia has continued to deepen her knowledge and expertise with key industry designations such as the Personal Financial Planner (PFP) and Chartered Investment Manager (CIM) designations. She has also completed the Canadian Securities Course.

Claudia has held various roles in banking, investment counselling and estate and trust administration that provide her with a unique depth of understanding around integrated solutions to meet client needs. With more than 20 years of financial services experience, Claudia brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. Claudia understands that no two clients are the same and so together with her RBC Royal Trust partners, she can find the solution that’s right for you.

As a Will and Estate Advisor in the Ottawa Region, Vladimir Nikitin manages a complex book of accounts and serves clients throughout the Greater Ottawa Area. He works with individuals, families and businesses to provide customized estate, trust and incapacity solutions.

Vladimir brings an approach to estate planning that centers on understanding and addressing the unique needs of each client. He works collaboratively with the client and their trusted advisors to help craft a comprehensive, effective estate plan that meets their particular needs.

Vladimir graduated from Carleton University with a bachelor’s degree in Political Science and obtained his Bachelor of Laws (LL.B.) and Bachelor of Civil Law (B.C.L.) from McGill University. Before joining RBC Royal Trust, he worked at top succession planning law firms in London and Hamilton, Ontario. In addition, he is a member of the Society of Trust and Estate Practitioners (STEP) and the Junior Trust and Estate Practitioners (JTEP).

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, Vladimir can help craft a tailored estate plan that meets their individual goals.

The combination of his professional expertise and commitment to provide practical solutions makes him an invaluable resource for both clients and their financial advisors.

Andrea's goal is very clear; "I want to listen to what you have to say and will ask 'why' as many times as necessary to truly understand your priorities." She wants to hear your unique story because financials are about math but true planning combines that and the emotional impacts many don't often discuss.

After a serious accident in 1999, Andrea changed careers so she could help people. Now with 20+ years' experience in financial services she has obtained multiple industry accreditations providing her with the foundation to support clients in planning for the creation, protection, preservation and transfer of their wealth. Ensuring she listens, Andrea simplifies potentially intricate issues such as funding future tax liabilities, transferring wealth to heirs and protecting those you love most through the power of customized insurance solutions.

When not hard at work, Andrea spends her time going on adventures with her children and enjoys an active life as an avid yogi, tap-dancer and drummer.

Partnering with your advisor to protect your wealth and peace of mind.

Tom is dedicated to helping you meet your goals to build, protect and transfer your wealth. With 30+ years of financial services experience, he works passionately to provide valuable estate planning and wealth management services through the offer of insurance-based solutions.

A member of the Estate Planning Council of Ottawa, Tom holds the Certified Financial Planner, Chartered Life Underwriting and Chartered Financial Consultant designations. He is a graduate of Carleton University with a Bachelor of Economics.

In his personal time Tom volunteers as treasurer on the board of the Rivermead Golf Club. He keeps busy golfing, curling and running while proudly supporting Ottawa's sports teams.