Our Team


Located in the heart of downtown Guelph at 42 Wyndham Street, North 3rd Floor. Our team believes that “real” wealth involves far more than managing money. It is the confidence in knowing that your investment strategy is closely aligned to a fully functional financial plan, a relevant tax strategy, a meaningful estate plan, and appropriate insurance solutions that manage your financial risk and ensure you and your loved ones are properly looked after.

We are uniquely positioned to provide the very best in wealth management services. We draw from industry leading resources through our partners across the RBC group of companies providing us with critical expertise in key areas of tax, insurance, succession, and estate planning. This further enhances our clients’ level of comfort, confidence and peace of mind.

Ed Clayson, CIM, B.Sc. (Ag)

Portfolio Manager & Wealth Advisor


Nicole Gatto, BA

Senior Associate


Betsy Scott

Associate Advisor




Our Extended team


Thomas Seah, CLU, BA (Econ)

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


Shannon Row-Ewing, BA, LL.B

Will & Estate Consultant, RBC Family Office Services


Scott VanEngen, FCPA, FCGA, CFP, CLU, FMA

Financial Planning Specialist, RBC Family Office Services


Prashant Patel, CFP, TEP

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