Ilana received her Bachelor of Arts degree from McGill University in 2004 and Bachelor of Laws degree from Osgoode Hall Law School in 2007. She was called to the Ontario bar in 2008.
Prior to joining RBC, Ilana practiced in the areas of estate, incapacity and commercial litigation at a major national law firm.
Ilana joined RBC Wealth Management in November 2010 and worked for seven years as part the Wealth Management team, providing tax, estate and financial planning information to RBC advisors for their clients.
Ilana is a member of the Law Society of Ontario.
Mouyleng (Mou) Ly is a Chartered Accountant, a Trust and Estate Practitioner, and a Certified Financial Planner. Mou obtained her Bachelor of Commerce degree from the University of Ottawa. She has completed the CICA In-Depth Tax course and is a member of The Society of Trust & Estate Practitioners (Canada) and the Canadian Tax Foundation.
Prior to joining RBC in 2011, Mou provided professional services to individuals and their owner-managed entities, specializing in personal and corporate tax, estate and financial planning.
Mou’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.
Yours, not ours. It’s your life, your family, your business and your legacy. Annett’s belief – our clients’ success will be our success.
Annett’s natural ability to build trust and earn respect is part of the personal warmth she brings to her work. She believes in treating every client like family. Her compassion and genuine interest in clients provides them with the comfort they need to have deep and meaningful discussions about their personal and financial situation.
For Annett, success is measured by the trust and respect of clients and peers. It is all based on her core purpose of helping people achieve their unique potential. To do that, every day Annett lives her mission: to help individuals and families build and maintain financial confidence on the basis of their wants and needs.
Annett lives in Sudbury, Ontario with her children.