Putting you first with a team approach
As a client of C. d’Eon Group of RBC Dominion Securities, you will receive timely service and professional advice through our team approach. Our team members focus on different areas of client service, so you get the expert assistance you need when you need it.
Learn more about how our unique skills and experience can help your wealth management needs.
Wealth management services team
Helping you manage your investments is just one way we can help you manage your overall financial concerns. In addition to investing and money management, we offer assistance with financial planning, Wills and estates and insurance strategies.
Sharon Avery, LL.B.
Will & Estate Consultant
Sharon earned her Bachelor of Laws degree from Dalhousie Law School in 2006, a Bachelor of Public Relations degree from Mount Saint Vincent University (1996) and a diploma in Community Services (1986).
Before pursuing her law degree, Sharon spent over ten years in senior roles within the not-for-profit sector in the Atlantic Region managing corporate partnerships, community and individual donor relationships and media relations.
Sharon was in private practice with a large regional firm, and practiced in the areas of medical defence, health law, estate litigation, Wills, estates, and trusts prior to joining RBC Dominion Securities.
Click here for Sharon's bio
Contact us today for an initial consultation with Sharon.
Paul DeJager, MBA, CFP, CLU, CHS
Estate Planning Specialist
Paul can help you protect the wealth you have worked to build through innovative insurance-based strategies that minimize the impact of taxes on your estate. Paul has been employed in the financial services industry since 1998, and has extensive experience working with a number of Canada's largest insurance companies. He is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and holds the Certified Health Specialist (CHS) designation.
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Contact us today for an initial consultation. Or learn more about how insurance solutions can help protect and build your wealth.
Mary Ellen Isenor, B.Sc., B.Comm., CA
Financial Planning Specialist
Mary Isenor is responsible for providing comprehensive financial planning and wealth management solutions for clients, including cash flow management, tax, retirement, insurance and estate planning. Prior to joining RBC, Mary was providing professional services to individuals and their owner-managed entities, specializing in tax planning. During her career, Mary has been employed by two of the large public accounting firms where she advised on the tax consequences of mergers, reorganizations along with estate and trust planning.
Click here for Mary Ellen's bio
Contact us today for an initial consultation. Or learn more about how financial planning and effective tax strategies can help you achieve your financial goals.
The best results are achieved working in partnership with a team of professionals with expertise in other areas related to the management of your wealth. This includes legal, accounting and banking professionals. If you have an existing relationship with professionals in these areas, we will be happy to work with them to ensure we’re all on the same page. If you require a referral, we are happy to offer you access to our extensive professional network.
If you require assistance with your banking needs, such as loans, mortgages, lines of credit, VISA, bank accounts and investments, we would be pleased to introduce you to our partners at RBC Royal Bank and RBC Private Banking as appropriate.