Financial Planners

Advisor

Florence Phelps, CPA, CGA, CPA (Vermont USA)

Financial Planning Specialist, RBC Family Office Services


Will & Estate Consultant

Advisor

Avideh Parent, LL.B, TEP

Vice President and Will & Estate Consultant, RBC Family Office Services


Insurance Specialists

Advisor

Denny Smith, CHS

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Katie Fiddler, B.Comm., CFP

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Private Bankers

Advisor

Nicole York-Joly, PFP

Private Banker, RBC Private Banking


Advisor

Lia Cultraro, PFP

Private Banker, RBC Private Banking