Our team

Mona-Lisa is a Chartered Professional Accountant (CPA, CA) and has a Bachelor in Business Administration (Major in Accounting) from Université de Moncton. Mona-Lisa has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course. She also holds the Financial Planner designation from the Quebec Institute of Financial Planners (IQPF) and the Certified Financial Planner® designation from the Financial Planning Standards Council (FPSC).

Prior to joining RBC, Mona-Lisa was employed as a Tax Manager at one of the world’s leading accounting firms. She specialized in providing personal, corporate, and estate planning services to high-net-worth individuals and their owner-managed entities.

Mona-Lisa believes that planning is critical to helping people meet their financial goals. Mona-Lisa’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.

Colin holds a Bachelor of Arts degree (Hons.) from the University of New Brunswick, and a Juris Doctor Degree from the University of Ottawa. He is an active member of the Society of Trusts and Estate Practitioners (STEP) and a member in good standing of the Nova Scotia Barristers’ Society.

Following his call to the Bar, Colin worked in private practice primarily in the areas of Wills, estates, trusts and real estate law, along with insurance and personal injury litigation. Colin joined RBC Royal Trust in 2021, working exclusively in the field of Wills, estates and trusts law, before joining Family Office Services as a Will & Estate Consultant.

As a Will & Estate Consultant, Colin would be pleased to work with you and your advisor on your estate planning, to provide comprehensive and practical solutions that meet the client’s individual needs.

Jason is an integral member of the team, helping to create, preserve and increase wealth by incorporating insurance-based solutions within comprehensive financial plans.

Specializing in estate planning, Jason applies innovative and tax-efficient solutions to a variety of wealth management issues and is skilled at simplifying their complexities. His individualized approach to personal and corporate insurance planning helps clients achieve their wealth management objectives and reach their estate and financial goals.

Beginning his financial services career in 1996, Jason joined RBC in 2006. Beforehand, he spent 10 years with a leading life insurer, focused on providing insurance solutions expertise to advisors and their teams.