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, CFP

Financial Planning Specialist, Family Office Services, 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, Family Office Services, RBC Wealth Management

Premier Banking


Jag Swamy

Premier Banking Advisor, RBC Royal Bank

Private Banking


Ian O’Keefe

Private Banker, RBC Private Banking