RBC partners

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.

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.

Jonah attended the University of Ottawa where he completed a Bachelor of Arts Degree in 2003. He subsequently attended Dalhousie University where he completed his Bachelor of Laws (LL.B.) degree in 2006. Upon completion of his articling position, Jonah practiced law for four years in the areas of tax and estate planning and corporate law where he worked closely with individuals and business owners to implement complex solutions to meet their particular needs.

In 2011, Jonah entered the financial services industry where he has spent his career completing comprehensive estate and financial plans and acting as a resource for high net worth and business owner clients.

Jonah received his CFP designation in 2013 and is a member of FP Canada as well as the Law Society of Ontario.

As a Will & Estate Consultant, Jonah provides comprehensive estate planning services to clients, offering sensible and practical solutions to meet their individual needs..

Tracey is an integral member of the team, helping to create, preserve and increase wealth by incorporating insurance-based solutions within comprehensive financial plans.

Specializing in estate planning, Tracey applies innovative and tax-efficient solutions to a variety of wealth management issues and is skilled at simplifying their complexities. Her individualized approach to personal and corporate insurance planning help clients achieve their wealth management objectives and reach their estate and financial goals.

Beginning her financial services career in 1994, Tracey joined RBC in 2012 after spending 13 years with a leading life insurer, focused on providing insurance solutions expertise and product marketing. In addition, Tracey has obtained the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations.

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.