Our partners

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.

As a Senior Will and Estate Advisor for the Greater Ottawa and Kingston Region, Demi McGoldrick brings an approach to estate planning that centers on understanding and addressing the unique situation of each client. She works collaboratively with both clients and their trusted advisors to help craft a comprehensive, effective and tailored estate plan that meets their individual needs and advises executors how to alleviate their administrative and legal burden. Whether clients are taking their first steps towards wealth transition to the next generation or if they have specific requirements—such as protecting a disabled heir, planning for blended families, transitioning a family business, or ensuring a child’s inheritance is properly structured—Demi can help. Prior to joining RBC Royal Trust, Demi worked in private practice, assisting clients with their estate planning, estate administration and business succession planning needs. She is a graduate of the University of Edinburgh Law School with a Bachelor of Laws (LL.B.) and is currently a board member of the Ottawa Estate Planning Council. The combination of her professional experience and commitment to providing practical solutions, in addition to her ability to put clients at ease, makes Demi an invaluable resource for both clients and their financial advisors.

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.

As a Premier Banking Advisor with RBC Wealth Management, Private Banking, Andrew Paterson works with a select number of clients to provide comprehensive wealth management and financing strategies to address their complex banking and credit needs. Based in Ottawa, Ontario, he provides tailored financial solutions to high-net-worth business owners, executives, professionals and their families.

Working as a single point of contact, Andrew can access specialists from across RBC in order to work collaboratively to provide a complete, seamless range of complementary services to support the individual short and long term goals of our Wealth Management clients. His goal is simple, helping our high-net-worth clients save time and to effectively manage their day-to-day banking needs. Andrew offers an extensive background in client relationship to his role as Premier Banking Advisor. He draws on four years of experience with RBC in a range of roles from financial advisor to branch leadership. He has received renowned recognition for his dedication to fostering long-term client relationships across multiple channels within our communities. He focuses on delivering an exceptional advice experience for high-net-worth households working directly with our Wealth Management partners. Before working in the financial industry, Andrew was a professional chef where he was classically trained in french cuisine.

He has worked various roles and before beginning his career with RBC, Andrew was assisting in leading a multi-million-dollar restaurant with primary responsibility in procurement and leadership. Away from the office, Andrew enjoys spending time with his wife, two children and his golden retrievers. He is also an accomplished mountain climber, scuba diver and sailor

As a Premier Banking Advisor with RBC Wealth Management, Walter Lettner works as a single point of contact, offering unique strategies to address clients complex banking and credit needs. Based out of Kingston, Ontario, Walter provides tailored solutions for high-net-worth professionals, and their families.

Walter draws on over 3 years of experience with RBC, working in a variety of roles focused on providing solutions for clients daily banking needs, from bank accounts and credit cards to loans and mortgages. With a focus on providing the best client experience possible, Walter can access a network of specialists to collaboratively work together to provide a comprehensive and wide array of solutions for any of his client's needs. Helping clients save time, and efficiently manage their day-to-day finances.

Prior to joining the financial industry, Walter studied at the University of Guelph, earning himself a Commerce Degree with a focus on Hospitality management. Using the skillset he developed in the hospitality industry, Walter brings a personal and caring approach when it comes to helping his clients and is there to assist them every step of the way.

Outside of the office, Walter enjoys spending his time watching new films, hiking new areas, and snowboarding in the winter seasons.

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.

Teresa Anastasopoulos is a Private Client Insurance Specialist. Through a personalized risk assessment approach, she provides tailored insurance solutions to protect your real estate, possessions and lifestyle.

Teresa has over 26 years of industry experience. Prior to joining RBC, she was a trusted Account Executive at brokerages such as Gallagher and Jones DesLauriers. Teresa holds a Chartered Insurance Professional (CIP) and Canadian Accredited Insurance Broker (CAIB) designation with the Insurance Institute of Canada.

Teresa is proud to represent RBC Private Insurance and is passionate about providing best in class service. Together with her team, she will work with you to protect what matters most.

Abby specializes in tax and estate planning for high-net-worth and ultra high-net-worth families. 

Her guidance supports clients in their relationships with their external professional advisors, with whom she frequently interacts. 

Prior to joining High Net Worth Planning Services, Abby provided tax, retirement, estate and financial planning advice to RBC advisors and their clients. She has written articles on various topics including charitable donations, executive compensation, tax planning and retirement planning. 

Prior to joining RBC, Abby worked in a medium sized accounting firm assisting business executives and high net worth clients with their tax planning and estate planning. She worked closely with owner-manager shareholders to assess and recommend the best tax planning strategies, the best corporate structure and the most suitable succession plan. 

Abby is a Chartered Accountant and has a Bachelor in Economics and Commerce from the University of Toronto. She completed the In-Depth tax courses I and II and the In-Depth Tax Issues for the Owner-Managed Business as well as the Canadian Securities Course. She is also a Registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP) and has obtained the STEP Advanced Certificate in Family Business Advising. Abby is also a Certified Financial Planner (CFP) and is a member of the Canadian Tax Foundation. Lastly, Abby is a certified Family Enterprise Advisor (FEA), which allows her to address the complex needs of family enterprise clients. 

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.

Invested In Your Company's Success

As a trusted partner, we will take the time to understand the needs of your business and develop a financial wellness program for your company.

We will work with you to build a Registered Pension Plan or Group savings Plan that sets up your company and your employees for success.

As subject matter experts in the group savings marketplace we will keep you updated with the latest industry news, trends and insights.

Advice That Comes To You

We offer a dedicated team that will be there with you and your employees for the entire journey long after you have launched your plan. Our Mobile Financial Advisors can meet with your employees wherever it's convenient, including at the workplace.

We'll help your employees stay on track

When an employees needs change, your advisor will help them adjust their plan as required - ensuring their goals stay firmly within reach.

Benefit from my knowledge and experience

As your consultant, I'm here to provide the advice that's right for your business. A career of 19 years in the financial services industry has prepared me for this role.

I am committed to continually building my knowledge so I can provide you with advice that is current and relevant in today's environment.