Our RBC Partners
Anne McDougall, CFP
Associate Wealth Advisor & Financial Planner
Anne joined the Cooper Group in May 2014 after being employed in various roles within RBC since June 2005 where she gained a wealth of knowledge through her experience in different roles.
Anne has completed various industry courses such as the Conduct and Practices Handbook, Wealth Management Essentials and is current working towards the Trust and Estate Practitioner designation. She currently holds a certificate in Estate Planning and Trust Strategy and had acquired her Certified Financial Planning designation in March 2010.
Anne’s key roles as our Financial Planner and Associate Wealth Advisor include offering financial planning, estate planning and insurance planning services. Anne will work with you to learn more about what is important to you on both a personal and financial level then assess your current circumstances against your future desired state. Topics of discussion may include financial management, retirement planning, tax planning, income and cash flow planning, risk management and insurance, estate planning and legal aspects. She will then develop strategies to meet your goals, needs and priorities by optimizing the allocation of financial resources. You will receive an individualized financial plan complete with visuals and a written summary with recommended actions.
Anne was born and raised in the small community of Freelton and moved to Waterdown in 2000. Outside of the office Anne enjoys traveling with her husband and spending time with her friends, family and many animals.
Thomas Seah, CLU
Thomas began his career in the insurance industry in 1984 and has acquired the Chartered Life Underwriter designation.
Edita Orr, MBA, PFP
Edita brings 10 years of financial services experience to our team including tailor-made banking, personalized short and long-term lending and flexible credit packages for sophisticated clients. Clients benefit from Edita's services by being among her small number of clients which enables her to focus her attention on your needs and deliver a responsive and discrete approach to sophisticated banking and credit needs.
Jacob connects our clients to the best available Mortgage and Home Equity Line of Credit rates through RBC. Jacob services our clients from Niagara to the Greater Hamilton Area.
Adam is our trusted point of contact at RBC Royal Bank for everyday Personal Banking.