360 Degrees of Expertise

As a client of ours, you – and your finances – are surrounded by a support system of experts equipped to provide you with industry-leading solutions in all areas of wealth management.

Will & Estate Consultant

Advisor

Melissa Nagelbach, LL.B

Will & Estate Consultant, RBC Family Office Services


Estate Planning Specialist

Advisor

Arne Perrin, B.Comm. (Hons), CFP®

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


Advisor

Jesse Martyn, BFA, CFP, CLU

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Financial Planning Specialist

Advisor

Yat-Sze Lo, CPA, CA, CFP

Vice President and Financial Planning Specialist, RBC Family Office Services


High Net Worth Planning Specialist

Advisor

Zora Booker, CPA, CGA, MBA, TEP

Vice-President, High Net Worth Planning Services, RBC Family Office Services


Premier Banking

Advisor

Farnaz Boroumandi

Premier Banking Advisor, RBC Royal Bank


Private Banking

Advisor

Fiona Lin

Private Banker, RBC Private Banking