In-house experts at your service


At The Lorz Group, we combine the personalized service of a boutique investment firm with the robust resources of Canada’s largest financial institution. We collaborate with best-in-class experts in the following areas: tax planning; will, estate & insurance planning; financial planning including business succession; philanthropy planning; and premier and private banking.

Advisor

Eugene Dautzenberg, CPA, CA, CFP

Financial Planning Specialist, Family Office Services, RBC Wealth Management


Advisor

Jessie Thind, CPA

Financial Planning Specialist, Family Office Services, RBC Wealth Management


Advisor

Jessica Babineau, BA, JD

Will & Estate Consultant, Family Office Services, RBC Wealth Management


Advisor

Arne Perrin, B.Comm. (Hons), CFP®

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


Advisor

Phylicia Rye, CFP®, PFP, TEP

Senior Trust Advisor, RBC Royal Trust


Advisor

Kim Weisbeck

Premier Banking Advisor, RBC Royal Bank


Advisor

Mehrasa Badihi Seysan

Premier Banking Advisor, RBC Royal Bank


Advisor

Aileen Battye, LL.B, TEP

Vice President, High Net Worth Planning Services, Family Office Services, RBC Wealth Management


Advisor

Zora Booker, CPA, CGA, MBA, TEP

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


Advisor

Darren Bank, CPA, CA, TEP

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