Private Banker, RBC Royal Bank
As a Private Banker, Jason Daly works with clients requiring a high level of expertise and service in managing complex financial affairs. As your single point of contact, Jason leads a team of dedicated professionals to help you achieve the goals you see for yourself, your family and your future.
Jason graduated from Mount Allison University in 2009 with a Bachelor of Commerce degree and holds the Certified Financial Planner (CFP®) designation.
Originally from southern New Brunswick, Jason moved to Ottawa with his wife Maria in 2012. He enjoys spending time with his daughter & playing music in his free time.
Will & Estate Consultant, RBC Wealth Management
As a Regional Trust Advisor, Claudia Morrison serves clients throughout the Northeastern Ontario and Atlantic regions and is located in the Ottawa office. Claudia provides strong organizational and relationship-building skills to deliver comprehensive estate and trust solutions for executors, trustees and beneficiaries. Clients appreciate her ability to explain complex concepts of estate and trust administration in terms that they can relate to and with sensitivity.
A graduate of Carleton University with a Bachelor of Arts Honours degree, Claudia has continued to deepen her knowledge and expertise with key industry designations such as the Personal Financial Planner (PFP) and Chartered Investment Manager (CIM) designations. She has also completed the Canadian Securities Course.
Claudia has held various roles in banking, investment counselling and estate and trust administration that provide her with a unique depth of understanding around integrated solutions to meet client needs. With more than 20 years of financial services experience, Claudia brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. Claudia understands that no two clients are the same and so together with her RBC Royal Trust partners, she can find the solution that’s right for you.
Estate Planning Specialist, RBC Wealth Management
Do the right thing and do things right. With over 30 years of experience in the financial services industry, Michel knows you can’t be successful unless that’s your approach to work, and more importantly, to life in general.
Michel specializes in working with business owners and high net worth clients, focusing primarily on providing solutions to intergenerational wealth transfer. His comprehensive experience with supplemental executive retirement planning, provides his clients innovative solutions, helping them achieve their financial security goals. Michel’s expertise in this niche market truly distinguishes his offering.
Michel calls the Ottawa/Gatineau area home. A father of two, with two grandchildren, Michel gives back to his community through sports, having coached and mentored kids for over 25 years. He fundamentally believes that life gives back what you put in and that you can change the world one kid at a time.