Melissa has just celebrated 5 years at RBC DS! She has worked alongside Gerry and their clients for almost 4 of those 5 years.
Melissa is the first point of contact for service of clients and her main goal each day is to make sure all client needs are not only being met, but exceeded.
She enjoys working alongside Gerry and James and truly loves being a part of the full wealth planning approach they provide to each and every client. Melissa creates and prepares your retirement projections to provide you with a view of your future retirement incomes, estate growth and savings plans. She will happily arrange your meetings with our Estate Planning Lawyers and other specialists to answer your questions and review your personal needs.
Melissa also loves being creative in her role and she expresses this through the teams marketing, planning and hosting of client events. Many of these events are focused on specific areas of tax planning, estate planning, Wills & Powers of Attorney, as well as social functions promoting our interests in the community.
“Melissa has been amazing in helping me with not just financial matters, but with a multitude of other things from banking to Government Pensions. I just can’t say enough good things about her.” (Client)