我们的团队

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.

Mona-Lisa believes that planning is critical to helping people meet their financial goals. Mona-Lisa’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.

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. Beginning in 2013, she 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.

Arthur是一名拥有雄厚专业背景的特许会计师（Chartered Accountant）。他在加入 RBC 之前曾在一家四大会计师事务所，以及一家顶级的加拿大人寿保险公司任职。一次切身经历，让他重新思考自己的职业选择，转而投身于财务规划，为客户提供全面的保险规划方案，帮助他们创造、保护及传承财富。财富规划是一项量身定制的服务，而Arthur将为您精心策划。

凭借过往审计上市保险公司的经验，Arthur会用他的专业知识，深入详细地为您诠释会计、税务与财务规划。他将依托他的专业知识，运用对业内独特而深入的见解，与企业主、高净值家庭及其顾问团队合作，提供最适合客户需求的专属保险规划。

Arthur精通英语和普通话，能在两种语言和文化间自由切换。

Madison specializes in tax and estate planning for high net worth and ultra-high net worth families.

Prior to joining RBC, she spent almost 10 years in public accounting and specialized in developing and implementing tax planning strategies for international artists, private business owners and ultra-high net worth families with a strong focus on international business succession and estate planning, Canadian domestic post-mortem tax planning, foreign affiliate reorganizations and tax dispute resolution.

Madison is proficient in both Cantonese and Mandarin. Madison is a Chartered Professional Accountant (CPA, CA), Certified Financial Planner (CFP) and holds a Master of Management and Professional Accounting (MMPA) degree from the University of Toronto. She has completed the CPA Canada’s In-Depth Tax Course and Indirect Tax Course. Madison is also a Session Leader and a Facilitator for CPA Ontario’s Professional Education Program and CPA In-depth Tax Course.

À titre de première conseillère, Testaments et successions, pour la région del’Atlantique, Angèle LeBlanc adopte à l’égard de la planification successorale une approche qui met l’accent sur la compréhension des besoins uniques de chaque client. Elle collabore avec les clients et leurs conseillers de confiance en vue d’établir un plan successoral global, efficace et sur mesure.

Que les clients envisagent de transférer leur patrimoine à la nouvelle génération ou qu’ils aient des exigences précises, comme protéger un héritier souffrant d’une incapacité, planifier pour une famille recomposée ou bien structurer l’héritage d’un enfant, Mme LeBlanc a les connaissances nécessaires pour fournir de judicieux conseils et présenter diverses options à considérer.

Avant de se joindre à RBC Trust Royal, Mme LeBlanc a exercé en cabinet privé, où elle a offert des solutions spécialisées en planification successorale. Elle a ensuite travaillé dans des sociétés de fiducie, offrant des solutions de succession et de fiducie. Mme LeBlanc est titulaire d’un baccalauréat en droit (LL.B.) de la Dalhousie Law School, et elle a continué d’approfondir ses connaissances et son expertise en obtenant des titres clés de l’industrie, notamment le titre de spécialiste en fiducie et en succession (TEP), et elle est membre de la Society of Trust and Estate Practitioners (STEP Canada).

Son expertise professionnelle et son engagement à offrir des solutions pratiques, en plus de sa capacité à mettre les clients à l’aise, font d’elle une ressource précieuse.

As a Business Owner Specialist, High Net Worth Planning Services, Prashant, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.

His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts.

His expertise includes tax and estate planning for business owners, executives, retirees, sports professionals and individuals with U.S. issues. He also assists individuals facing significant financial events (sale of business, financial windfall, retirement, job loss, moving to Canada, leaving Canada, etc.)

Prior to joining RBC in 1999, Prashant honed his expertise by working as a Canadian and U.S. tax specialist for two of the big four accounting firms in downtown Toronto.

Prashant is a Certified Financial Planner, Associate of the Society of Actuaries and member of both the Society of Trust and Estate Practitioners and Canadian

Tax Foundation.

As a Premier Banking Advisor for Atlantic Canada, Eliza Wang works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, she provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.

With over 6 years of experience in banking services with RBC, Eliza is respected by her clients, her peers and the industry and has received Top Performance recognition. Eliza is strongly committed to giving back to her community and acts as a Board Member and Vice President for Hong Kong Canada Business Association Atlantic Chapter for over a decade.

Eliza received her MBA from Saint Mary's University. When she away from the office, Eliza enjoys reading, cooking and volunteering at local SPCA. Eliza is fluent in English and Mandarin.