Nos partenaires

Il s’agit de votre vie, de votre famille, de votre entreprise, de votre legs. Ayant ce principe à l’esprit, Annett a la ferme conviction qu’il faut apprécier les petites choses de la vie. Elle est ainsi en mesure de cerner ce qui importe le plus pour chaque client et la situation unique de ce dernier.

En collaboration avec les conseillers de confiance du client, Annett travaille avec des familles fortunées, des professionnels et des propriétaires d’entreprise pour mettre en œuvre des stratégies efficaces en matière d’impôt qui aident ces derniers à atteindre leurs objectifs en matière de gestion de patrimoine. Sa capacité à simplifier de telles solutions permet aux clients de comprendre que les recommandations les aideront à atteindre leurs objectifs, et ce, tout en leur assurant la tranquillité d’esprit.

Depuis plus de 20 ans, Annett s’est spécialisée dans la planification successorale au sein du secteur financier, où sa réputation de travailler sans cesse et d’arrache-pied au nom des clients a fait d’elle une conseillère recherchée. L’aptitude naturelle d’Annett à susciter la confiance et gagner le respect fait partie de la chaleur humaine qu’elle apporte à son travail. Après tout, il s’agit de votre vie, de votre famille, de votre entreprise, de votre legs.

En sa qualité de spécialiste en planification successorale, Caroline aide les clients à réaliser leurs objectifs de gestion de patrimoine en appliquant des solutions d'assurance. Son expérience en tant qu'ancienne chiropraticiennepropriétaire lui permet de cerner les préoccupations et les objectifs des clients. Elle a une vision et une approche holistiques avec un seul objectif : trouver des solutions personnalisées pour chaque situation.

Confrontée à un problème de santé critique dans sa famille, Caroline a fermé son cabinet après dix ans de pratique. Son expérience directe lui a permis de connaître et de comprendre les avantages de l'assurance ainsi que le processus de réclamation. Caroline a ensuite passé 10 ans à travailler pour une compagnie d'assurances canadienne, avant de se joindre à RBC. Elle y a partagé ses connaissances, son expérience et sa passion pour l'assurance-vie.

Caroline est une sportive et elle aime parcourir le monde avec sa famille.

As a Will & Estate Consultant, Sara Bond provides comprehensive estate planning services which includes providing clients with an effcient estate plan. Sara is distinguished in her feld as an internationally recognized Trust and Estate Practitioner (TEP), a designation that displays her advanced knowledge and experience to identify and address developments in the trusts and
estates industry.
Following her call to the Bar, Sara has worked for major trust companies working in a variety of roles involving estate administration and estate planning. Prior to joining RBC, Sara’s last role was Senior Advisor- Planning and Advisory Services, where she advised clients on a variety of Wills, trusts, estate planning matters.
Sara obtained a Joint Honors Bachelor degree from York University, and graduated with a Bachelor of Laws from the University of Sussex, U.K. Sara has also completed a Master of Laws in taxation, from Osgoode Hall Law School, York University.
Sara is a member in good standing with the Law Society of Ontario, and is a member of the Ontario Bar Association, Trusts & Estates Law section.
Complimentary Will & Estate Planning consultation
In appreciation of your valued business relationship with us, your advisor is pleased to offer you a complimentary Will & Estate Planning consultation with Sara, a Will & Estate Consultant.
Sara works closely with your advisor to provide you with information on structuring your estate in an effcient and tax-effective manner. Following your meeting, Sara will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.
To schedule a meeting with Sara Bond, please contact your advisor.

Connie obtained a Bachelor of Arts degree from the University of Toronto and a Bachelor of Laws degree from Osgoode Hall Law School. She was called to the Bar of Ontario in 1994.

Prior to joining RBC in 2012, Connie practised law for 18 years. As a partner in a mid-sized full-service law firm, her practice was varied and covered the areas of corporate/commercial law, real estate, and Wills, trusts and estates law. In that role, Connie advised her owner-manager clients on a broad range of business and personal needs, from purchases and sales of businesses, to shareholder agreements and corporate reorganizations, to Will and estate planning.

For many years Connie taught the Business Law section of the Bar Admissions Course and was involved with preparing the licensing exams for Ontario lawyers. Throughout her career, Connie has been involved in her broader community, serving on many non-profit boards as well as providing pro bono legal services.

As a Will and Estate Advisor for the Central Canada Region, Malvin Seto brings an approach to estate planning centered on understanding and addressing the unique situation of each client. He works collaboratively with clients and their trusted advisors to help craft a comprehensive, effective estate plan that meets their particular needs. A graduate of the Queen’s University Faculty of Law with a Juris Doctor degree, and with legal practice experience in estate litigation, Malvin has continued to deepen his industry knowledge and expertise including as an affiliate member of STEP Canada. Whether clients hope to protect a disabled heir, incorporate succession planning for their business, address the complex concerns arising from second spouses and blended families, minimize family conflicts, or deal with beneficiaries or assets that are situated outside of Canada, Malvin can help craft a tailored estate plan that meets their individual needs. The combination of his professional expertise and his commitment to providing practical solutions make Malvin an invaluable resource for both clients and their financial advisors

As a Private Banker with RBC Wealth Management, Breanne provides comprehensive wealth management and financing strategies to high-net-worth individuals, business owners, professionals and their families.

Breanne has over 10 years of experience in financial services, in various roles related to Wealth Management, Financial Planning, and Personal and Business banking and lending. She has a deep understanding of complex client needs and business acumen, and expertise in the successful integration of various financial services into a customer-centric strategy. She draws on her extensive experience to advise on a number of issues that affect clients, including day-to-day banking, lending and wealth management. As needed, she partners with talented specialists from across RBC to provide a complete range of complimentary services, including financial planning, estate and tax planning, business owner planning and investment management.

To ensure personalized service and attention to detail, Breanne and her team work with a relatively small number of clients. This approach helps the team simplify their client's lives, while delivering responsive integrated financial solutions.

Breanne is an avid motorcyclist and artist, and enjoys a variety of outdoor activities with her husband, step-son and two dogs.

Breanne holds a Certified Financial Planner (CFP®) designation, Mutual Funds License, MSc in Mathematics from Wilfrid Laurier University, and BSc in Mathematics and Fine Arts and BEd from Nipissing University

Étant conseillère de Banque privée Première pour la région de Sudbury, du Nord de l'Ontario et du Nord du Québec, Francine est le point de contact privilégié et offre des solutions pratiques reliées au crédit et aux affaires bancaires à tous ses clients distingués de RBC Dominion valeurs mobilières et leurs familles. En partenariat avec les conseillers(ères) RBC de la région, elle offre un service personnalisé et des conseils pratiques afin d'aider à sauver du temps pour ses clients et à gérer leurs solutions bancaires quotidiennes et leurs besoins en crédit.

Avec plus de 29 ans d'expérience dans les services financiers avec RBC, Francine a une réputation impeccable et elle est reconnue par ses collègues et ses clients. Dans son rôle précédent, Francine était conseillère financier pour plus de 14 ans et a eue divers rôles chez RBC. De plus, elle a été reconnue plusieurs fois pour ses accomplissements. Ses clients apprécient ses années d'expérience comme conseillère financier ainsi que son engagement à s'occuper de leurs besoins et à les aider à simplifier leurs affaires. Francine est aussi bilingue.

Pour Francine, le bénévolat est important et elle est impliquée dans plusieurs événements supportés par RBC. Elle arbitre aussi au hockey et au ballon-volant dans la région du Grand Sudbury.

Native d'Elliot Lake, elle a grandi à Spanish en Ontario et elle travaille maintenant à Sudbury, où elle habite avec son époux et ses trois enfants. Dans ses temps libre, elle aime jouer au ballon-volant et arbitrer au hockey.

As a Premier Banking Advisor, Nancy Sirkka provides banking and credit solutions to select high net worth individuals and their families. Partnering with Investment Advisors in Sudbury and Northern Ontario to provide personalized service and tailored advice, to help clients efficiently and effectively manage their day-to day banking needs.

With over 30 years in the financial industry with RBC, Nancy is well respected by both her clients and peers alike. Prior to her current role, Nancy held various roles at RBC, giving her a wide scope of knowledge in banking advice. She draws on 20 years of experience within RBC as a Banking Advisor and Financial Advisor in retail banking which she received several awards and designations.

Nancy is very focused on delivering the ultimate client experience for her clients and building long term valued relationships.

Nancy was born and raised in Sudbury where she now lives with her two daughters. She volunteers for several activities and for different foundations in partnership with RBC.

Steven completed his Bachelor of Business Administration at York University in 1989 and subsequently completed the CICA In-Depth Tax course. He has also achieved the advanced designations of Chartered Professional Accountant (CPA, CA) and Certified Financial Planner (CFP).

During his time as a tax and financial practitioner with several professional service firms, Steven specialized in Canadian, U.S. and cross-border personal income taxation, and provided planning and preparation services to clients. He also has professional experience with the RBC Tax Advisory Group and RBC Dexia, where he provided tax advice to various business units within RBC.

As an experienced practitioner in financial matters, Steven has written or contributed to many research articles, industry publications, training materials and client presentations.

Steven’s role as a Financial Planning Specialist is to work with, and support, your advisor in preparing and presenting comprehensive financial planning solutions.