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

Advisor

Chris Leslie, CPA, CA

Financial Planning Specialist, RBC Wealth Management


Insurance Specialist

Advisor

Michael Keyes, CLU, B.Comm.

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


Estate and Trust Advisor

Advisor

Claudia Morrison, PFP, CIM

Regional Trust Advisor, RBC Royal Trust


Will & Estate Consultant

Advisor

Joseph Power, BA, LL.B

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


Premier Banking

Advisor

Frances Kerr

Premier Banking Advisor, RBC Royal Bank


Private Banking

Advisor

Ian O’Keefe

Private Banker, RBC Royal Bank