Financial Planning Specialist


Yat-Sze Lo, B.Comm., CPA, CA

Financial Planning Specialist, RBC Wealth Management

Wills and Estates Specialist


Melissa Nagelbach, LL.B

Will & Estate Consultant, RBC Wealth Management

Estate Planning and Insurance Specialist


Arne Perrin, B.Comm. (Hons), CFP®

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

HNW Planning Specialist


Aileen Battye, LL.B, TEP

Vice President, Philanthropic Advisory Specialist, RBC Wealth Management Services


Zora Booker, CPA, CGA, MBA

Vice-President, High Net Worth Planning Services, RBC Wealth Management

Our RBC Partners
Helping you manage your investments is just one way we can help you manage your overall financial concerns.  In addition to investing and money management, we offer assistance with financial planning, will and estate consulting, tax consulting and risk management and insurance strategies.  The fees for these services are included in the portfolio management fee or commission.
Financial Planning
Depending on your needs, our team can provide a financial plan designed to help you build your financial future or, if you have more complex needs, an in-depth financial plan that leaves no stone unturned.
Will and Estate Consultation
Professional Will and Estate Consultants work on our team to provide you with information on structuring your estate in an efficient and tax-effective manner.  Following your consultation, you will receive a report outlining various estate planning opportunities for you to explore in further detail with your own lawyer or accountant.
Estate and Trust Services (Royal Trust Corporation of Canada)
A highly skilled Estate and Trust Advisor works on our team and can discuss estate settlement and administration services, trustee services, trust structures and other specialized services offered through RBC Estate and Trust Services throughout Canada.  We work with individuals, families and businesses who wish to protect their assets and transfer their wealth for generations.
Risk Management and Insurance Strategies (RBC Wealth Management Financial Services Inc.)
A highly qualified Estate Planning Specialist works on our team to help you create and preserve your wealth.  We follow a comprehensive process to assess your needs and, if appropriate, recommend tax-exempt insurance products that will help you achieve your wealth management objectives.
Specialist RBC Professional Team Members & Extended Professional Network
We also offer access to our Specialist RBC Professional Team Members and our extended network of professionals such as lawyers and accountants to help ensure that the various issues related to the management of your wealth are properly addressed.  If you have existing relationships with professionals in these areas, we would be pleased to work together with them to coordinate our efforts.
International Solutions
We work with the Director of International Solutions to provide clients with an exceptional client experience whenever clients, their family members or assets are crossing international borders. The team is jurisdiction and product neutral providing service to: International Private Banking, Investment Solutions, Trust & Fiduciary Services, Credit & Financing Solutions, Custody & Fund Administration, Captive Insurance and Corporate Employee & Executive Services.
To learn more about how we may assist you or to schedule your complimentary consultation, please contact Farshid by phone or e-mail.