Our extended team of specialists

As an added resource to our clients who meet established thresholds, we are pleased to offer a suite of wealth management services provided by a team of experts in their respective fields.  Our extended team includes seasoned professionals from the accounting, legal, life insurance, and trust industries.

Financial Planning Specialist

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Yat-Sze Lo, B.Comm., CPA, CA

Financial Planning Specialist, RBC Wealth Management


Will and Estate Consultant

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Melissa Nagelbach, LL.B

Will & Estate Consultant, RBC Wealth Management


Estate Planning Specialist

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Arne Perrin, B.Comm. (Hons), CFP

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


High Net Worth Planning Specialist

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Zora Booker, CPA, CGA, MBA

Vice-President, High Net Worth Planning Services, RBC Wealth Management


Premier Banking Advisor

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Wendy Mah

Premier Banking Advisor, RBC Royal Bank