Our partners

Partnering with your advisor to protect your wealth and peace of mind.

Tom is dedicated to helping you meet your goals to build, protect and transfer your wealth. With 30+ years of financial services experience, he works passionately to provide valuable estate planning and wealth management services through the offer of insurance-based solutions.

A member of the Estate Planning Council of Ottawa, Tom holds the Certified Financial Planner, Chartered Life Underwriting and Chartered Financial Consultant designations. He is a graduate of Carleton University with a Bachelor of Economics.

In his personal time Tom volunteers as treasurer on the board of the Rivermead Golf Club. He keeps busy golfing, curling and running while proudly supporting Ottawa's sports teams.

Andrea's goal is very clear; "I want to listen to what you have to say and will ask 'why' as many times as necessary to truly understand your priorities." She wants to hear your unique story because financials are about math but true planning combines that and the emotional impacts many don't often discuss.

After a serious accident in 1999, Andrea changed careers so she could help people. Now with 20+ years' experience in financial services she has obtained multiple industry accreditations providing her with the foundation to support clients in planning for the creation, protection, preservation and transfer of their wealth. Ensuring she listens, Andrea simplifies potentially intricate issues such as funding future tax liabilities, transferring wealth to heirs and protecting those you love most through the power of customized insurance solutions.

When not hard at work, Andrea spends her time going on adventures with her children and enjoys an active life as an avid yogi, tap-dancer and drummer.

Samuel is a Chartered Professional Accountant (CPA, CA), CERTIFIED FINANCIAL PLANNER® or CFP practitioner and has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course. He holds a Bachelor of Commerce degree from Carleton University (concentration in Accounting).

Samuel brings a broad range of experience from his prior roles as a tax manager at both a local and international accounting firm. He has specialized in providing tax advisory, corporate reorganizations and estate planning services to high-net individuals and owner-manager businesses.

As a Financial Planning Specialist at RBC Family Office Services, Samuel’s role is to work with and support advisors in preparing and presenting comprehensive Compass Financial Plans for clients.

Jonah attended the University of Ottawa where he completed a Bachelor of Arts Degree in 2003. He subsequently attended Dalhousie University where he completed his Bachelor of Laws (LL.B.) degree in 2006. Upon completion of his articling position, Jonah practiced law for four years in the areas of tax and estate planning and corporate law where he worked closely with individuals and business owners to implement complex solutions to meet their particular needs.

In 2011, Jonah entered the financial services industry where he has spent his career completing comprehensive estate and financial plans and acting as a resource for high net worth and business owner clients.

Jonah received his CFP designation in 2013 and is a member of FP Canada as well as the Law Society of Ontario.

As a Will & Estate Consultant, Jonah provides comprehensive estate planning services to clients, offering sensible and practical solutions to meet their individual needs..

As a Regional Trust Advisor, Claudia Morrison serves clients throughout the Northeastern 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 counselling 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 Royal Trust partners, she can find the solution that’s right for you.

As a Private Banker, Jason Daly works with clients requiring a high level of expertise and service in managing complex financial affairs. As your single point of contact, Jason leads a team of dedicated professionals to help you achieve the goals you see for yourself, your family and your future.

Jason graduated from Mount Allison University in 2009 with a Bachelor of Commerce degree and holds the Certified Financial Planner (CFP®) designation.

Originally from southern New Brunswick, Jason moved to Ottawa with his wife Maria in 2012. He enjoys spending time with his daughter & playing music in his free time.

As a Private Banker with RBC Wealth Management, Private Banking, Flaka Hasanaj provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families.

Based in Ottawa, Flaka works with a select number of clients to address their often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions.

When necessary, she can access specialists from across RBC in order to work collaboratively to provide a complete range of complementary services, from investment management to estate and legacy planning, and from domestic and international trust services to sophisticated credit and leverage strategies to support individual short and long term goals.

Flaka offers an extensive background in client relationship management to her role as Private Banker. She draws on more than 12 years of experience within RBC, consisting of a wide range of roles from Financial Planning at the Retail Banking level where she helped families reach their investment and retirement goals to Commercial Banking/Tech Banking working with tech entrepreneurs, where she assisted tech companies in their scale up journey.

A graduate of Carleton University, with an honors degree in International Business, specializing in Strategic Management and International Human Resources, Flaka has continued to deepen her knowledge and expertise with key industry designations such as the Personal Financial Planning Designation (PFP).

Away from the office, Flaka enjoys being active, travelling and spending time with family.

As a Private Banker with RBC Wealth Management, Private Banking, Heidi Duchesne provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families in the Ontario North and East region.
As a trusted advisor to her clients, Heidi and her team provide customized solutions for complex banking, credit and wealth management needs to support individual short and long term goals. Working collaboratively with RBC partners enables her to provide a complete range of specialized services. This includes investment management, commercial banking, estate and legacy planning, domestic and international trust services, and sophisticated credit and leverage strategies. Heidi can work with her clients existing professionals to deliver comprehensive, integrated financial solutions.
Working with a relatively small number of clients, Heidi is able to ensure discrete, responsive service and the level of attention her clients require at all stages of their financial lives. With her personal and customized service, Heidi works to provide a holistic approach to help her clients achieve the goals they see for themselves, their family and their future.
Heidi offers an extensive background in client relationship to her role as Private Banker. She draws on over 25 years of industry experience, consisting of Commercial Banking, Risk Management, Wealth Management, and Leadership.
Away from the office, Heidi enjoys cooking, sports and spending time with her four children and husband.