Financial Planning Specialist, Family Office Services, RBC Wealth Management
Chris is a Chartered Accountant (CPA, CA) with over 25 years of experience in financial services. He holds his Bachelor of Commerce Degree (Accounting) from Carleton University.
Chris began his career with a major international public accounting firm for 5 years upon graduation from university. Chris then started his role in wealth management services as an investment advisor in 1997 providing clients with investment management, financial planning and insurance solutions. Chris utilizes his experience as a Chartered Accountant and investment advisor to provide comprehensive financial planning services to professionals, business owners and other high net worth clients.
Will & Estate Consultant, Family Office Services, RBC Wealth Management
Jonah attended the University of Ottawa where he completed a Bachelor of Arts Degree in 2003. He subsequently attended Dalhousie University where he completed his Bachelor of Laws (LL.B.) degree in 2006. Upon completion of his articling position, Jonah practiced law for four years in the areas of tax and estate planning and corporate law where he worked closely with individuals and business owners to implement complex solutions to meet their particular needs.
In 2011, Jonah entered the financial services industry where he has spent his career completing comprehensive estate and financial plans and acting as a resource for high net worth and business owner clients.
Jonah received his CFP designation in 2013 and is a member of FP Canada as well as the Law Society of Ontario.
As a Will & Estate Consultant, Jonah provides comprehensive estate planning services to clients, offering sensible and practical solutions to meet their individual needs..
As a Premier Banking Advisor with RBC Wealth Management - Private Banking, Le Anh works with a select group of clients and their families as a single point of contact. She provides banking and and credit solutions in partnership with Investment Advisors to ensure the delivery of personalized services and tailor-made advice. Le Anh's goal is to help her clients navigate complex financial decisions with clarity and confidence. Drawing on her experience at RBC's retail branch network-most recently as a Financial Advisor-Le Anh brings both technical expertise and a deep commitment to relationship-building. Born in Vietnam, Le Anh moved to Canada eight years ago and has since called both Toronto and Ottawa home. Her multicultural background and personal journey have shaped a thoughtful, empathetic approach to client service. She holds a Bachelor of Arts from the University of Toronto and is fluent in both English and Vietnamese, allowing her to support a diverse range of clients and communities. Outside of her professional life, she enjoys creating and testing new recipes, and spending quality time with her husband and their two beloved cats.