Our Extended Team

Partnering with your advisor to protect your wealth and peace of mind.

Tom is dedicated to helping you meet your goals to build, protect and transfer your wealth. With 30+ years of financial services experience, he works passionately to provide valuable estate planning and wealth management services through the offer of insurance-based solutions.

A member of the Estate Planning Council of Ottawa, Tom holds the Certified Financial Planner, Chartered Life Underwriting and Chartered Financial Consultant designations. He is a graduate of Carleton University with a Bachelor of Economics.

In his personal time Tom volunteers as treasurer on the board of the Rivermead Golf Club. He keeps busy golfing, curling and running while proudly supporting Ottawa's sports teams.

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 the Greater Ottawa region Silvana Falsetto works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management and their families. Partnering with Investments Advisors across the region, Silvana provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.

Silvana being a successful Entrepreneur in her family business for 15 years brings an array of experience to the forefront and to our clients. Prior to her entrepreneurship Silvana worked over 20 years with RBC in the past, through roles as a Senior Account Manager. Respected by her clients and her peers, she received regular recognition as a top performer at RBC. She is fluent in English, French and Italian.

Committed to giving back to her community, Silvana volunteers by mentoring Young entrepreneurs to enhance their emotional intelligence and comprehend the financial understanding that is required to become fruitful. Silvana was born and raised in Ottawa, enjoys entertaining, reading self-enhancement books and dancing.

As a Private Banker, Jason Daly works with clients requiring a high level of expertise and service in managing complex financial affairs. As your single point of contact, Jason leads a team of dedicated professionals to help you achieve the goals you see for yourself, your family and your future.

Jason graduated from Mount Allison University in 2009 with a Bachelor of Commerce degree and holds the Certified Financial Planner (CFP®) designation.

Originally from southern New Brunswick, Jason moved to Ottawa with his wife Maria in 2012. He enjoys spending time with his daughter & playing music in his free time.

As a Senior Trust Advisor, Leslie Frederick serves clients throughout the Greater Ottawa Region. Leslie develops lasting client relationships and earns their trust by focusing on delivering timely, quality service and advice.

A graduate of McMaster University with a Bachelor of Arts (B.A.) degree, Leslie has continued to deepen her knowledge and expertise with key industry designations such as the Certified Financial Planner (CFP) and Trust and Estate Practitioner (TEP) designations. Leslie has completed the Canadian Securities Course and is the President of the Ottawa Estate Planning Council.

Leslie’s focus and expertise in estate, trust and power of attorney administration, taxation, trust law and investments has helped her manage complex personal and family dynamics. She works with individuals, families, and businesses to provide customized estate, trust and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a Power of Attorney, Leslie can help.

With more than 30 years of industry experience, Leslie 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. Leslie understands that no two clients are the same and so together with her RBC Estate & Trust Services partners she can find the solution that’s right for you.