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Estate and Trust Advisor, Royal Trust
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.
Estate Planning Specialist, Insurance
An experienced insurance and estate planning professional, Tom is a valuable member of your advisor’s team. His passion is helping clients build, protect and transfer personal and corporate wealth using a planning-based approach.
Tom has over 25 years of experience in the financial services industry. He has a Bachelor of Economics from Carleton University and has obtained his Certified Financial Planner and Chartered Life Underwriter designations. He is a member of the Estate Planning Council of Ottawa and is a board member and Chair of the Finance Committee for St. Patrick’s Home of Ottawa.
Away from the office, Tom enjoys golf, curling and running, as well as proudly supporting Ottawa’s sports teams.