Daniel Kelly Private Wealth - Our Specialized Partners

A team approach to professional wealth management

The RBC Wealth Management Services team works closely with us to provide strategies to help reduce your taxes, plan for your retirement and protect your legacy.

With over 250 highly accredited tax, legal and financial professionals, the industry-leading RBC Wealth Management Services team helps us provide the integrated wealth management solutions you would normally only expect to find at a family office acting for Canada's wealthiest families.

From comprehensive financial plans to guidance on complex tax and legal issues, this team of highly skilled specialists helps your Investment Advisors create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors.

The team’s areas of expertise include:

Retirement planning: Helping you meet your retirement income goals and maximize your after-tax retirement income
Financial planning: Creating a comprehensive strategy to help you stay on track to meeting your financial and life goals
Taxation: Implementing strategies to help reduce your family’s tax burden
Business ownership planning: Helping you effectively transition from your business while reducing taxes and maximizing retirement assets
Estate and trusts: Efficiently transferring your wealth to the next generation
Insurance solutions: Providing financial security, tax reduction, enhanced retirement income and legacy protection
Charitable giving: Helping you maximize your charitable legacy

Mary Metel, LL.B

Will & Estate Consultant, Family Office Services, RBC Wealth Management

Mary obtained her Bachelor of Laws from the University of Western Ontario in 1983. She was called to the Ontario Bar in 1985.

Following her call to the Bar, Mary was in private practice for 24 years, specializing in the areas of will and estate planning, estate administration, real estate and corporate law. Since 2011, she has worked exclusively in the areas of will and estate planning with a major trust company and a bank. Mary joined RBC Wealth Management in October 2016.

Mary is a member of the Law Society of Upper Canada and the Middlesex Law Association.

Lynn Prudom

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.

"Estate planning is sensitive so I practice at being the best listener I can be." Focusing on each person, Lynn provides education throughout the wealth management process including the potential risks of unexpected events and how to protect and grow your wealth for future generations.

Along with Adam Bissell, our team offers a holistic approach that emphasizes you are heard and understood regarding your wealth goals and objectives. By focusing on what matters, protecting you, your family and your business, we demonstrate solutions that address your unique needs by helping ensure a lasting legacy for your heirs and charitable organizations.

Having joined RBC in 1996, Lynn was an Investment Associate prior to discovering her passion for insurance solutions in 2009. When not at work Lynn is often found at a ball game, hitting the slopes or snacking on fries under the Bluewater Bridge with her husband and two children.

Jennifer Dassie

Premier Banking Advisor, RBC Royal Bank

As a Premier Banking Advisor, Jennifer provides service and tailored advice to help clients save time and effectively manage their day to day banking needs. She works as a single point of contact and partners with Investment Advisors in Stratford, Woodstock and London.

With more than 17 years' experience in financial services with RBC, she is respected by her client's, peers and the industry, and has received top performer recognition.

Jennifer has achieved her Certificate in Financial Services Advice from the Canadian Securities Institute, Ontario College Certificate for Travel & Tourism and received top Honours, and has also completed courses with the Ontario Business Management Development Program through Conestoga College.

She is committed to giving back to her community and has volunteered for the Stratford House of Blessing, currently on their Charity planning committee and several other charities and community events organized by RBC.