Christy Sandles, TEP  Will & Estate Consultant

Christy obtained a Bachelor of Arts degree (Anthropology) from the University of Waterloo in 2006 and a Bachelor of Laws degree from Dalhousie University in 2009. She was called to the Nova Scotia Bar in 2010.

Following her call to the Bar, Christy was in private practice with a large regional firm and practiced primarily in the areas of wills, estates and trust law and litigation. Since 2013, she has worked exclusively in the area of will and estate planning with a major trust company. Christy joined RBC Wealth Management in 2018.  Christy is a member of the Society of Trust and Estate Practitioners (STEP) and the Nova Scotia Barristers’ Society. She currently serves as Vice-Chair of Family SOS, a local non-profit organization.

 

Jason Lewis, BBA Insurance Specialist

Jason employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations, he works with your other professional advisors in the development of appropriate solutions.

Jason Lewis can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. He can also assist you in structuring your insurance contracts to ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, cost effective insurance solutions, Jason evaluates various insurance offerings from Canada’s top-ranked insurance providers.

Jason began his career in the insurance industry in 1996 when he graduated from the Université de Moncton with a BBA in Finance and Economics. He joined RBC in 2006 after nine years with a leading Canadian insurer.

Jason works closely with advisors to integrate insurance into their practice and speaks regularly at client seminars and special events within the community. He works closely with clients’ accounting and legal advisors to insure proper proposals meet clients’ needs.

Jason has his Bachelor of Business Administration (BBA). He is currently pursuing his Certified Financial Planner designation and is a member of Advocis, which is the oldest and largest voluntary professional membership association of financial advisors and planners in Canada

 

Mona-Lisa Lavallée, CPA, CA Financial Planning Specialist

Mona-Lisa is a Chartered Professional Accountant (CPA), Chartered Accountant (CA) and has a Bachelor in Business Administration (Major in Accounting) from Université de Moncton. Mona-Lisa has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course.

Prior to joining RBC, Mona-Lisa was employed as a Tax Manager at one of the world’s leading accounting firms. She specialized in providing personal, corporate, and estate planning services to high-net-worth individuals and their owner-managed entities.

 

Jeremy Moore, Private Banker

As a Private Banker, Jeremy Moore provides over seven years of expert financial counsel to high-net-worth businesses, families and organizations in the Halifax area. Mr. Moore acts as a dedicated relationship manager for his clients and their families, who value his discretion and responsiveness, as well as his experience addressing a broad range of wealth, retirement and credit planning needs through all stages of their financial lives. Prior to joining Private Banking, Mr. Moore was an Investment and Retirement Planner with RBC Royal Bank, where he provided comprehensive financial solutions to his clients, collaborating whenever needed to ensure synergy with their investment and tax planning needs. To ensure that his clients receive a high level of financial planning expertise, he has also earned his designation as Certified Financial Planner (CFP).

As part of a tailored suite of Private Banking services, Mr. Moore designs sophisticated banking, personalized short- and long-term wealth plans and flexible credit packages for his clients. Through RBC, he provides a complete range of services – including commercial banking, estate planning, and domestic and international trusts – to meet each client’s specific needs.

Mr. Moore is fluent in English and French. Originally from Charlottetown, he holds a Bachelor of Business Administration degree from the University of Prince Edward Island, where he was president of the UPEI Business Society. Outside of the office he sp

 

Elke Gaudet, MBA, PFP, Private Banker

Elke’s extensive financial services experience equips her well for her role as Private Banker. Elke creates tailored wealth plans for high-net-worth
clients, their families, and their businesses.By utilizing her network of specialists, Elke is able to provide best-in-class banking, credit, estate and trust solutions, investment management and business owner planning services.

Elke has over 20 years of industry experience and holds the PFP designation, as well as an MBA from Queen’s University

 

Claudia Morrison, PFP, CIM Regional Trust Advisor

As a Regional Trust Advisor, Claudia Morrison serves clients throughout the Ontario and Atlantic regions and is located in the Ottawa office. Claudia provides strong organizational and relationship-building skills to deliver comprehensive estate and trust solutions for executors, trustees and beneficiaries. Clients appreciate her ability to explain complex concepts of estate and trust administration in terms that they can relate to and with sensitivity.

A graduate of Carleton University with a Bachelor of Arts Honours degree, Claudia has continued to deepen her knowledge and expertise with key industry designations such as the Personal Financial Planner (PFP) and Chartered Investment Manager (CIM) designations. She has also completed the Canadian Securities Course.

Claudia has held various roles in banking, investment counseling and estate and trust administration that provide her with a unique depth of understanding around integrated solutions to meet client needs. With more than 20 years of financial services experience, Claudia brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. Claudia understands that no two clients are the same and so together with her RBC Estate & Trust Services partners, she can find the solution that’s right for you.