A team approach to professional wealth management

The RBC Wealth Management Services team works closely with us to provide strategies to help reduce your taxes, plan for your retirement and protect your legacy.

With over 250 highly accredited tax, legal and financial professionals, the industry-leading RBC Wealth Management Services team helps us provide the integrated wealth management solutions you would normally only expect to find at a family office acting for Canada's wealthiest families.

From comprehensive financial plans to guidance on complex tax and legal issues, this team of highly skilled specialists helps your Investment Advisors create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors.

The team’s areas of expertise include:

  • Retirement planning: Helping you meet your retirement income goals and maximize your after-tax retirement income
  • Financial planning: Creating a comprehensive strategy to help you stay on track to meeting your financial and life goals
  • Taxation: Implementing strategies to help reduce your family’s tax burden
  • Business ownership planning: Helping you effectively transition from your business while reducing taxes and maximizing retirement assets
  • Estate and trusts: Efficiently transferring your wealth to the next generation
  • Insurance solutions: Providing financial security, tax reduction, enhanced retirement income and legacy protection
  • Charitable giving: Helping you maximize your charitable legacy

Our Extended Team

We work closely with our Estate and Wealth Management Specialists to provide you with customized comprehensive financial planning that identifies tax-effective wealth building strategies, wealth preservation and wealth transfer to your family.

Chris Leslie, CPA, CA

Financial Planning Specialist

Joseph Power, BA, LL.B

Vice-President & Will & Estate Consultant

Claudia Morrison, PFP, CIM

Regional Trust Advisor, Royal Trust Corporation of Canada

Tom Bryan, CFP®, CH.F.C.

Estate Planning Specialist

Andrea Morrissy, CFP®

Estate Planning Associate

     RBC Banking Partners

We work closely with our partners at RBC to coordinate premium banking services customized to our clients unique needs, as a compliment to our wealth management services.

Contact us for more information on Premier or Private Banking at RBC. 

We believe that the more we give in life, the more from life we are given.