Estate and Trust Specialist
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.
Will & Estate Specialist
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.
Insurance & Estate Planning Specialist
Michael Keyes, CLU, B.Comm.
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Mike believes in making clients’ lives better and that long term success doesn’t happen by accident. He understands that financial decisions need to be made with precision and loves knowing that his work helps people succeed in achieving their tax, retirement and estate planning goals. Working closely with clients and their advisors, Mike puts together high-caliber solutions while providing simplicity to complex situations.
For nearly 30 years, Mike has dedicated himself to the financial services industry where he has focused on family wealth planning and the benefits of life insurance solutions. He joined RBC in 1997 and is a member of Advocis, the largest voluntary professional membership association of financial advisors in Canada.
When not at work Mike enjoys spending time with family, on the golf course, travelling and being outdoors.
Premier Banking Advisor
As a Premier Banking Advisor for the Greater Kingston region, Frances Kerr works as a single point of contact, providing banking and credit solutions for select clients of Dominion Securities and their families. Partnering with Investment Advisors across the region, she provides personalized service and tailored advice to help clients save time and effectively manage their day-to-day banking and credit solutions.
Frances has 21 years of experience in the financial services industry, including over 17 years with RBC. Prior to her current role, she worked as a Banking Advisor and a Mortgage Specialist with RBC.
Respected by her clients and her peers, she has received regular recognition as a top performer at RBC, including as a member of the RBC Presidents Club and a Bronze Award Winner. She holds a Business Diploma from Seneca College of Applied Arts & Technology.
Committed to giving back to her community, Frances has volunteered with Brighton Health Centre, Junior Achievement, Hospice Fund Raisers and Christmas at Presqu'ile.
Frances was born and raised in Scarborough, Ontario. She currently resides in Kingston with her husband and has two sons in post education. Her hobbies include camping, traveling, curling and entertaining family and friends.