Financial Planning

Advisor

Yat-Sze Lo, CPA, CA, CFP

Vice President and Financial Planning Specialist, RBC Family Office Services


Will & Estate Consultant

Advisor

Melissa Nagelbach, LL.B

Will & Estate Consultant, RBC Family Office Services


Estate Planning Specialist

Advisor

Sean Murray, MBA, CPA, CMA, TEP

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Business Owner Specialist

Advisor

Darren Bank, CPA, CA, TEP

Vice President, Business Owner Specialist, RBC Family Office Services