Our extended team consists of highly skilled specialists that work with you and I to help build your personalized, holistic financial plan. To learn more about our planning process, contact us at any time. 

Advisor

Donald Bell, BA, CFP®, R.F.P., TEP, JD

Vice-President & Will & Estate Consultant, RBC Wealth Management


Advisor

Doreen Costantini, CFP®, CIM

Vice-President & Financial Planning Specialist, RBC Wealth Management


Advisor

James Kopp, B.Comm. (Hons)

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Like so many other Healthcare Professionals and Business owners, you likely find yourself consumed with growing your practice or business, ensuring the well-being of your patients, clients and customers, and spending time with your family. 

In addition to our successful investment management expertise, we have access to an extensive and carefully selected network of specialists to provide you with the highest level of complete service. Our RBC network of Partners includes:

RBC Partners 
  • Private Bankers
  • Commercial Bankers 
  • Executor Services
  • Mortgage specialists
  • Branch Managers

This extended team allows me to proactively coordinate all aspects of your financial life, so you can focus on your own priorities.

Whether were meeting with your tax lawyers, accountants, banking or mortgage specialists, our objective is always the same: to obtain the most up-to-date information and to use it to develop a comprehensive, unbiased and fully personalized financial plan that addresses all of your wealth management needs and goals. This plan will act as a clear and complete road map and help us implement strategies that meet your short-term needs and achieve your long-term financial goals.