Extended Team

En partenariat avec votre conseiller pour la protection de votre patrimoine et de votre tranquillité d’esprit.

Tom est déterminé à vous aider à atteindre vos objectifs afin de bâtir, de protéger et de transférer votre patrimoine. Fort d’une expérience de plus de 30 ans dans le secteur des services financiers, il travaille avec ardeur et s’efforce de procurer de précieux services de planification successorale et de gestion du patrimoine en offrant des solutions d’assurance.

Membre du Estate Planning Council of Ottawa, Tom détient les titres de planificateur financier agréé, d’assureur vie agréé et de conseiller financier agréé. Il détient un baccalauréat en économie de l’Université Carleton.

Dans ses temps libres, Tom fait du bénévolat en tant que trésorier du conseil du Rivermead Golf Club. Il se tient occupé en pratiquant le golf, le curling et la course à pied, et il est un fier partisan des équipes sportives de la ville d’Ottawa.

Samuel is a Chartered Professional Accountant (CPA, CA), CERTIFIED FINANCIAL PLANNER® or CFP practitioner and has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course. He holds a Bachelor of Commerce degree from Carleton University (concentration in Accounting).

Samuel brings a broad range of experience from his prior roles as a tax manager at both a local and international accounting firm. He has specialized in providing tax advisory, corporate reorganizations and estate planning services to high-net individuals and owner-manager businesses.

As a Financial Planning Specialist at RBC Family Office Services, Samuel’s role is to work with and support advisors in preparing and presenting comprehensive Compass Financial Plans for 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.

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.

Prashant has assisted high-net-worth and ultra-high-net-worth families with tax, estate and retirement issues since 1992.

His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts.

His expertise includes tax and estate planning for executives, business owners, retirees, sports professionals and individuals with U.S. issues. He also assists individuals facing significant financial events (sale of business, financial windfall, retirement, job loss, moving to Canada, leaving Canada, etc.)

Prior to joining RBC in 1999, Prashant honed his expertise by working as a Canadian and U.S. tax specialist for two of the big four accounting firms in downtown Toronto.

Prashant is a Certified Financial Planner, Associate of the Society of Actuaries and member of both the Society of Trust and Estate Practitioners and Canadian Tax Foundation.

As a Premier Banking Advisor with RBC Wealth Management, Private Banking, Yvonne Wu provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families.

Based in Ontario, Yvonne works with a select number of clients in Ottawa to address their often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions.

When necessary, Yvonne can access specialists from across RBC in order to work collaboratively to provide a complete range of complementary services, from investment management to estate and legacy planning, and from domestic and international trust services to sophisticated credit and leverage strategies to support individual short and long term goals.

Yvonne offers an extensive background in client relationship to her role as Premier Banking Advisor. She draws on 3 years of experience within RBC as banking advisor and financial advisor in retail banking. Yvonne graduated from University of Ottawa with a Bachelor of Commerce degree.

Away from the office, Yvonne enjoys spending time with family and exploring nature trails and learning to cook a new dish.