Toby Jones, CFP

Investment Advisor & Financial Planner

604-257-3243 | Email me

Jeremy Cruz

Investment Advisor

604-257-3242 | Email me

Zach Sullivan

Administrative Assistant

604-257-2491 | Email me

Our Extended Team

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Melissa Nagelbach, LL.B

Will & Estate Consultant, RBC Wealth Management


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Aileen LaBorie, LL.B, TEP

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


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Sean Murray, MBA, CPA, CMA, TEP, CPA (DE)

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


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David Temple, CLU

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.