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

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Chris Leslie, CPA, CA

Financial Planning Specialist, RBC Wealth Management


Insurance Specialist

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Michael Keyes, CLU, B.Comm.

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


Estate and Trust Advisor

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Claudia Morrison, PFP, CIM

Regional Trust Advisor, Royal Trust Corporation of Canada


Will & Estate Consultant

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Joseph Power, BA, LL.B

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


Premier Banking

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Frances Kerr

Premier Banking Advisor, RBC Royal Bank


Private Banking

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Ian O’Keefe

Private Banker, RBC Royal Bank