Our partners

Our extended team of specialists includes certified experienced lawyers, life insurance specialists, financial planners and business succession and offshore planning experts. This dynamic team will help execute and consult on all facets of your financial and estate planning.  Their expertise is available to our clients who meet or exceed established thresholds.

Financial Planners

Chris Leslie, CPA, CA

Financial Planning Specialist, RBC Wealth Management

Insurance Specialist

Michael Keyes, CLU, B.Comm.

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

Estate and Trust Advisor

Claudia Morrison, PFP, CIM

Regional Trust Advisor, RBC Royal Trust

Will & Estate Consultant

Joseph Power, BA, LL.B

Vice-President & Will & Estate Consultant, RBC Wealth Management

Premier Banking

Frances Kerr

Premier Banking Advisor, RBC Royal Bank

Private Banking

Ian O’Keefe

Private Banker, RBC Royal Bank