Our Team

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.

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.

Joseph graduated from Carleton University in 1988 and from the University of Western Ontario Law School in 1991. He was called to the Ontario Bar in 1993.

He is an Associate Member of The Society of Trust and Estate Practitioners and a Member of the Carleton County Law Association.

Prior to joining RBC, he practised estate planning in private practice and served as Will & Estate Consultant with Royal Trust Corporation.

He was an instructor for the Ontario Bar Admission Course in Estate Planning and Administration and has been an instructor at the University of Ottawa Law School since 2003 teaching the Will & Estate course.

Mike believes in making clients’ lives better and that long term success doesn’t happen by accident. He understands that financial decisions need to be made with precision and loves knowing that his work helps people succeed in achieving their tax, retirement and estate planning goals. Working closely with clients and their advisors, Mike puts together high-caliber solutions while providing simplicity to complex situations.

For nearly 30 years, Mike has dedicated himself to the financial services industry where he has focused on family wealth planning and the benefits of life insurance solutions. He joined RBC in 1997 and is a member of Advocis, the largest voluntary professional membership association of financial advisors in Canada.

When not at work Mike enjoys spending time with family, on the golf course, travelling and being outdoors.

Andrea's goal is very clear; "I want to listen to what you have to say and will ask 'why' as many times as necessary to truly understand your priorities." She wants to hear your unique story because financials are about math but true planning combines that and the emotional impacts many don't often discuss.

After a serious accident in 1999, Andrea changed careers so she could help people. Now with 20+ years' experience in financial services she has obtained multiple industry accreditations providing her with the foundation to support clients in planning for the creation, protection, preservation and transfer of their wealth. Ensuring she listens, Andrea simplifies potentially intricate issues such as funding future tax liabilities, transferring wealth to heirs and protecting those you love most through the power of customized insurance solutions.

When not hard at work, Andrea spends her time going on adventures with her children and enjoys an active life as an avid yogi, tap-dancer and drummer.

As a Premier Banking Advisor with RBC Wealth Management, Private Banking, Yvonne Wu provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families.

Based in Ontario, Yvonne works with a select number of clients in Ottawa to address their often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions.

When necessary, Yvonne can access specialists from across RBC in order to work collaboratively to provide a complete range of complementary services, from investment management to estate and legacy planning, and from domestic and international trust services to sophisticated credit and leverage strategies to support individual short and long term goals.

Yvonne offers an extensive background in client relationship to her role as Premier Banking Advisor. She draws on 3 years of experience within RBC as banking advisor and financial advisor in retail banking. Yvonne graduated from University of Ottawa with a Bachelor of Commerce degree.

Away from the office, Yvonne enjoys spending time with family and exploring nature trails and learning to cook a new dish. 

As a Premier Banking Advisor for the Greater Ottawa region Silvana Falsetto works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management and their families. Partnering with Investments Advisors across the region, Silvana provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.

Silvana being a successful Entrepreneur in her family business for 15 years brings an array of experience to the forefront and to our clients. Prior to her entrepreneurship Silvana worked over 20 years with RBC in the past, through roles as a Senior Account Manager. Respected by her clients and her peers, she received regular recognition as a top performer at RBC. She is fluent in English, French and Italian.

Committed to giving back to her community, Silvana volunteers by mentoring Young entrepreneurs to enhance their emotional intelligence and comprehend the financial understanding that is required to become fruitful. Silvana was born and raised in Ottawa, enjoys entertaining, reading self-enhancement books and dancing.