It is with mixed emotions I announce that my friend and colleague Sherry Di Loreto will be retiring at the end of February. As RBC colleagues for 20+ years, we’ve grown as individuals working side by side helping families and organizations reach their financial goals. Sherry started her standout career at the Royal Bank in 1988, and although I will miss our regular chats, she’ll be happily pursuing her many other interests in retirement with her partner Albert, children, family & friends. It goes without saying, her expertise, passion and contributions to our team will be greatly missed.
Our group has made a commitment to our clients to continually strive to offer the best service in the industry. In honouring that commitment, I would like to announce that Taylor Dawe will be joining our team as a Relationship Manager. Taylor joins us from another Canadian financial institution where he built a successful wealth management practice over the past 6 years. Prior to that he spent some time working with RBC wealth management in a variety of roles. As a Certified Financial Planner (CFP), he’ll join Sarah Smith and Jodie Fuller (our other relationship managers) to help support your portfolio and wealth planning needs.
We know the strong support Sherry has provided over the years and this will continue. Contact particulars will remain the same.
We remain here at your call and thank you for your continued dedication and trust in our guidance and advice.
All the best,
Eric