Our Extended Team

Mary obtained her Bachelor of Laws from the University of Western Ontario in 1983. She was called to the Ontario Bar in 1985.

Following her call to the Bar, Mary was in private practice for 24 years, specializing in the areas of will and estate planning, estate administration, real estate and corporate law. Since 2011, she has worked exclusively in the areas of will and estate planning with a major trust company and a bank. Mary joined RBC Wealth Management in October 2016.

Mary is a member of the Law Society of Upper Canada and the Middlesex Law Association.

As a Will and Estate Advisor for the Ontario & Atlantic region, Stephen brings an approach to estate planning that centers on understanding and addressing the unique needs of each client. He works collaboratively with both the client and their trusted advisors to help craft a comprehensive and effective estate plan that meets their particular needs.

Stephen first graduated from the University of Western Ontario with a degree in Economics and Finance, before spending 15 years as a small business owner in the field of hospitality. In 2006, Stephen returned to Western, where he earned his Juris Doctor from the Faculty of Law. During his time at law school, Stephen completed the Tax stream of concentration, and earned the James McKee Award for Excellence in Taxation. Upon graduation, Stephen articled with a national law firm in Toronto. After being called to the Bar for Ontario, Stephen ran his own general law practice for five years, with a focus on estates. He then joined a major Canadian financial institution in Toronto as Counsel and Senior Will and Estate Consultant with their Private Wealth Management division, before joining RBC in 2016.

Stephen is a member of the Society of Trusts and Estates Practitioners (STEP), and has successfully completed his Life License Qualification Program (LLQP) in insurance, as well as the Canadian Securities Course.

He enjoys being a Dad to his three sons, golf, running, and being an amateur chef.

Albert attended the University of Waterloo where he completed an Honours Bachelor of Science degree in Science and Business and a Masters of Accounting degree. He is a Chartered Accountant and spent eleven years with a large public accounting firm where he rose to the position of Senior Tax Manager. Prior to joining RBC, Albert was focused on providing professional services to an array of clients, from individuals and their owner-managed businesses to publicly owned entities.

Albert is a member of the Chartered Professional Accountants of Canada, Chartered Professional Accountants of Ontario and has completed as well as tutored the Canadian Institute of Chartered Accountants’ In-Depth Tax Courses.

Albert believes that planning is critical to helping people meet their financial objectives. As a Financial Planning Specialist at RBC Family Office Services, Albert’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans for clients.

Analytical by nature Adam focuses his attention on what matters - you, your family and business, by immersing himself in listening and learning all you have to share. Along with Lynn Prudom, their team offers a holistic approach by emphasizing your wealth goals and objectives are heard and understood. They implement solutions that enhance, protect and ultimately ensure the wealth you worked hard to create maximizes your legacy and is shared according to your wishes with heirs or charities you passionately support.

After many years in the financial services industry Adam joined RBC in 2019. He is dedicated to providing analysis of complex cases, designing customized solutions utilizing insurance-based solutions and demonstrating how to increase net worth, simplify wealth planning and reduce the impact of taxation.

Outside of work Adam happily spends his time keeping up with his wife and two young children all while taking his recreational softball very seriously.

Clive Slade brings over 30 years of international banking experience to his role as a Private Banker. His banking career started (1990) in the UK with Barclays Bank Plc. He was based in the beautiful English Lake District; mastering each role progressing to management before making the move to Canada.

In 2003, Clive moved to Canada, and with that, RBC. He had met a Canadian girl who was travelling her way around Europe and the UK. She brought him to Canada where they have now been married for over 20 years.

While working for RBC in various Senior Leadership roles, he earned his Personal Financial Planner (PFP) designation. Clive's last role was as a successful, award-winning, Commercial Banker. As a trusted strategic advisor, he brings strong relationship management skills to his high-net-worth clients in London and the surrounding area.

As your dedicated Private Banker, Clive will take the time to discover what is important to you and your family, as well as your personal financial and wealth goals. Along with his team, which includes a Private Banking Associate and a Manager, Credit Structures, he will create a strategy and make recommendations on a plan of action that is right for each unique client situation. He also has access through the RBC network to call on a team of specialists, in Canada and key markets worldwide. This team enables him to provide a complete range of services - delivering integrated financial solutions to ensure clients' meet their goals through investments, business banking, estate planning, and Trusts, both domestic & international.

As a long-time resident of St. Marys & Perth County, he enjoys volunteering in his local community and supporting fundraising and awareness events. Clive currently offers his time and expertise, by sitting on the board for; Family Services Perth Huron, St. Marys Committee of Adjustments, and the St. Marys Heritage Committee.

When not working for his clients or volunteering, he enjoys spending his time with his wife, their two sons, and Harry the dog. In his leisure time, he is often found refereeing on a Rugby pitch, golfing or entertaining family and friends.

With 12 years of experience in the financial services industry, and her Retirement Plan Associate (RPA) designation, Jamie brings the expertise required to bring specialized advice that will optimize the benefits to you and your employees. Working directly with you, your HR department or your payroll personnel, Jamie will build a tailored solution that meets the goals and objectives of your organization as well as the needs of your employees. Once Jamie understands your specific requirements to customize your company’s Group Savings program solution, she will support and guide you through the development and implementation process.