Mary Ellen Isenor, CPA, CA, CFP®
Vice-President & Financial Planning Specialist, RBC Wealth Management
Mary is a Chartered Professional Accountant (CPA), Chartered Accountant (CA) and a Certified Financial Planner (CFP). She has received her Bachelor of Science from Dalhousie and a Bachelor of Commerce from Saint Mary’s University. Mary has completed and tutored the CICA In-Depth Tax Course.
Prior to joining RBC in 2008, Mary was employed as a Senior Manager, Tax where she specialized in tax planning for individuals and their owner-managed entities. During her career Mary has been employed by two of the large international public accounting firms and has a broad range of experience in mergers and acquisitions, business succession, estate and trust planning and overall tax minimization.
Mary’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans for clients.
Christy obtained a Bachelor of Arts degree Anthropology) from the University of Waterloo in 2006 and a Bachelor of Laws degree from Dalhousie University in 2009. She was called to the Nova Scotia Bar in 2010.
Following her call to the Bar, Christy was in private practice with a large regional firm and practiced primarily in the areas of Wills, estates and trust law and litigation. Since 2013, she has worked exclusively in the area of will and estate planning with a major trust company. Christy joined RBC Wealth Management in 2018.
Christy is a member of the Society of Trust and Estate Practitioners (STEP) and the Nova Scotia Barristers’ Society.
Paul DeJager, CLU, CHS, B.Sc., MBA, CFP®
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
As a valuable member of your advisor’s team, Paul can help you create, preserve and increase your wealth by incorporating insurance solutions into your comprehensive financial plan. He is able to provide innovative and tax-efficient solutions to various wealth management issues.
Specializing in working with business owner clients as well as individual high-net-worth clients, he offers customized insurance-based solutions to meet your needs.
Paul has extensive experience in the financial services industry, having begun his career in 1998. Paul has obtained: a bachelor’s degree (B.Sc.) from Dalhousie University and a Master of Business Administration (MBA) degree from St. Mary’s University. He is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Certified Health Specialist (CHS). He is also a member of the Conference for Advanced Life Underwriting (CALU) and Advocis.
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 your Private Banker, Gary will gain an understanding of your unique needs and goals in order to deliver wealth management planning tailored to you. He will then work with you and your team as well as partner with top experts from across RBC to implement customized solutions, including succession planning and advice on complex structures for you and your family.
Gary’s wealth strategies utilize an unparalleled suite of financial offerings specifically designed for the high net worth client. Gary has over 25 years industry experience and has earned his MBA from Dalhousie University.
As a Premier Banking Advisor for Atlantic Canada, Jordan Bastarache works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, he provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.
With over three years of experience in financial services industry, Jordan quickly became passionate for providing exceptional service to his clients. Through a dedicated approach to client service, he takes pride in discovering new ways to support clients in a unique way.
Jordan is committed to giving back to his community and volunteers with coaching youth sports. He's also volunteered for "Pocket Change", a program to enhance financial literacy among youth. Recently moving from Toronto to Halifax, he looks forward to finding new ways to contribute to his community.
Born and raised in Moncton, New Brunswick, Jordan holds a Bachelor of Business Administration from St.Francis Xavier University. He has most recently returned to the east coast after moving to Toronto shortly after attending St.Francis Xavier.
Jordan currently resides in the Halifax area and spends his spare time playing hockey, golf, and traveling to as many new places as possible.