Nos spécialistes en patrimoine

Chris is a Chartered Accountant (CPA, CA) with over 25 years of experience in financial services. He holds his Bachelor of Commerce Degree (Accounting) from Carleton University.

Chris began his career with a major international public accounting firm for 5 years upon graduation from university. Chris then started his role in wealth management services as an investment advisor in 1997 providing clients with investment management, financial planning and insurance solutions. Chris utilizes his experience as a Chartered Accountant and investment advisor to provide comprehensive financial planning services to professionals, business owners and other high net worth clients.

Mike est d’avis qu’améliorer la vie de ses clients et que le succès à long terme ne sont pas le fruit du hasard. Il comprend que des decisions financières doivent être prises minutieusement et il tire beaucoup de satisfaction à savoir que son travail consiste à aider les gens à réaliser leurs objectifs en matière de planification fiscale, de retraite et successorale. Travaillant en étroite collaboration avec des clients et leurs conseillers, Mike propose des solutions de haut niveau, malgré qu’empreintes de simplicité, à des situations complexes.

Depuis tout près de 30 ans, Mike exerce ses compétences au sein de l’industrie des services financiers, plus particulièrement en planification de patrimoine familial et dans les solutions avantageuses d’assurance-vie. Il a rejoint RBC en 1997 et il est membre d’Advocis, l’association de professionnels conseillers financiers à adhesion facultative la plus importante au Canada.

En dehors du travail, Mike apprécie se trouver en famille, sur un terrain de golf, en voyage et il est un amoureux de plein air.

As a Regional Trust Advisor, Claudia Morrison serves clients throughout the Northeastern Ontario and Atlantic regions and is located in the Ottawa office. Claudia provides strong organizational and relationship-building skills to deliver comprehensive estate and trust solutions for executors, trustees and beneficiaries. Clients appreciate her ability to explain complex concepts of estate and trust administration in terms that they can relate to and with sensitivity.

A graduate of Carleton University with a Bachelor of Arts Honours degree, Claudia has continued to deepen her knowledge and expertise with key industry designations such as the Personal Financial Planner (PFP) and Chartered Investment Manager (CIM) designations. She has also completed the Canadian Securities Course.

Claudia has held various roles in banking, investment counselling and estate and trust administration that provide her with a unique depth of understanding around integrated solutions to meet client needs. With more than 20 years of financial services experience, Claudia brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. Claudia understands that no two clients are the same and so together with her RBC Royal Trust partners, she can find the solution that’s right for you.

Joseph graduated from Carleton University in 1988 and from the University of Western Ontario Law School in 1991. He was called to the Ontario Bar in 1993.

He is an Associate Member of The Society of Trust and Estate Practitioners and a Member of the Carleton County Law Association.

Prior to joining RBC, he practised estate planning in private practice and served as Will & Estate Consultant with Royal Trust Corporation.

He was an instructor for the Ontario Bar Admission Course in Estate Planning and Administration and has been an instructor at the University of Ottawa Law School since 2003 teaching the Will & Estate course.

As a Premier Banking Advisor for Ontario North and East (ONE), Jag Swamy works as a single point of contact providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, he provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.

With over 10 years of industry experience in financial services and 4 years with RBC, Jag has gained the respect of his clients and his peers through his experience, knowledge and customer focused attitude, while also being recognized as a leader and top performer.

Born and raised in Montreal, Jag holds a Degree in Business Administration from the University of Ottawa, a Diploma of Information Technology Professional, holds the Financial Planning 1 and Branch Compliance Officer accreditation, while continuing work to build on his financial acumen.

Jag and his family live in the Kingston area, where he has joined RBC's disability awareness initiative. When Jag is not working hard for his clients, he enjoys spending time with his family, swimming, meditating, yoga, travelling and cheering on his kids' baseball.

His passion for learning, a focus on teamwork, and a true desire to make a difference in clients' lives will deliver an Exceptional Experience with the Private Banking Premier team.

As a Private Banker with RBC Wealth Management, Ian O'Keefe works with families, business owners, and professionals to provide counsel and solutions to their unique and sophisticated banking needs. He offers his clients the value of over 15 years' experience in financial services and a team of professionals who help simplify the complexity of their borrowing and banking decisions.

Many affluent individuals view credit as a wealth management tool, one that can help them take full advantage of business and investment opportunities as they arise. Whether in personal name, Family Trust, Holding Company or Professional Corporation Ian designs personalized short and long-term lending and flexible credit packages for this purpose.

With his personal and customized service, Ian can simplify their complex financial lives so they can focus on their career and personal goals. Because he works with a relatively small number of clients, Ian is able to ensure responsive service and the level of attention his clients require to help their businesses and lives run more smoothly. When necessary, he works with his clients' existing professionals to deliver comprehensive, integrated financial and borrowing solutions.

Born and raised in Brockville, Ontario, Ian and his family have enjoyed calling the greater Kingston area home since 2003. Ian is a graduate of the University of Guelph Agricultural Business program. He is married and the father of a son and daughter.