Our Extended Team

We provide access to our RBC Extended Team Members who are experts in many areas of Wealth Management Services including Financial Planning, Trust & Estate Planning, Risk Management & Insurance, Premier Banking and Private Banking.

In addition, we provide access to 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. Where you have existing relationships with professionals in these areas, we would be pleased to work with them to coordinate our efforts on your behalf.

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.

Advisor

Eugene Dautzenberg, CPA, CA

Financial Planning Specialist, RBC Wealth Management


High Net Worth Planning

Our High Net Worth planning team works closely with us to identify strategies and solutions on structuring your affairs in a manner that addresses your overall wealth planning needs. 

Advisor

Aileen Battye, LL.B, TEP

Vice President, Philanthropic Advisory Specialist, RBC Wealth Management Services


Will and Estate Consultation

Professional Will & 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. 

Advisor

Grace Lai, BA, LL.B

Will & Estate Consultant, RBC Wealth Management


Estate and Trust Services

A highly skilled Senior Trust Advisor can discuss estate settlement and administration services, trustee services, trust structures, and other specialized services offered through RBC Estate & Trust Services. We work with individuals, families and businesses who wish to protect their assets and transfer their wealth for generations.  

Advisor

Phylicia Rye, CFP®, PFP, TEP

Senior Trust Advisor, RBC Royal Trust


Insurance, Trust & Estate Planning Services

Our highly qualified Estate Planning Specialists will help you create and preserve your wealth. They will 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. 

Advisor

Matthew J. Leggett, CFP®, CLU, CHS

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

David Temple, CLU

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


RBC Private Banking

 

RBC Premier Banking

For the most complex banking needs, we leverage our outstanding Private Banking partners, located across Vancouver, Kelowna, Calgary, Edmonton, and beyond to suit our diverse client base. These specialists design sophisticated banking, cash management, cross-border, and credit solutions for you, your family and your business, and collaborate with your other professional advisors to deliver an integrated banking experience.   Highly skilled and specially trained, our extended team of Premier Banking Advisors are here to provide specialized credit, lending, and banking solutions for your individual and commercial needs. We work closely with them to keep your unique circumstances, goals, requirements, and preferences top of mind while we integrate the right banking strategy into your overall wealth plan. 

 

Advisor

Meg Sulahian

Premier Banking Advisor, RBC Royal Bank


Advisor

Aman Khabra

Premier Banking Advisor, RBC Royal Bank


Commercial Banking

Our Commercial Banking extended team members will provide flexible and innovative financing products, in addition to trade and cash management solutions, to meet your business needs. As part of their service they will understand your company's goals and vision for the future, share their industry-specific knowledge and experience, and deliver proactive advice and solutions to help your business save money, seize opportunities, and reduce risk.