Ana's reputation is built on the outstanding level of service she provides. Motivated by a strong desire to help clients achieve their wealth goals, her focus as an Estate Planning Specialist is to build trust and loyalty first rather than only helping with a snapshot of their financial situations.
Driven to make an impact, Ana emphasizes building strong relationships and spends time making sure people are heard while addressing their concerns. She identifies and recommends the right solutions to meet both current and future lifestyle needs while minimizing risk to their existing wealth.
Ana joined the financial services industry in 2006 after receiving her degree from Concordia University in Mathematics and Statistics (BA). It was there that her analytical side and attention to detail flourished and shone. Ana is passionate about sports and a devoted fan of her hometown team, the Montreal Canadiens.
As a Premier Banking Advisor for the Laval, Pointe-Claire, Gatineau and French Ottawa markets, Gabriel Felix 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 his 10 years of experience in customer services and financial services within RBC; Gabriel is respected by his clients, his peers and the industry. This person is recognized for the efforts invested in his work and his daily personal investment.
Gabriel was born and raised in Montreal. He did his University studying in Montreal, Outaouais and Bordeaux, France. When he is not working hard for his clients, he enjoyed practicing winter and summer sports; spending time with his family and friends; very curious individual, he is always looking to enhance his knowledge.
Gabriel is perfectly bilingual (English, French) and fluent in Caribbean Creole.
Since joining RBC in 1986, Lynda Henry has assumed various responsibilities, including advising clients in her role as Financial Planner. Her strong client commitment approach took her to Private Banking, where she has been able to develop long-standing relationships with her clients.
A Private Banker since 2005, Ms. Henry acts as a personal financial advisor, helping clients achieve their goals with support from RBC's best resources. “Our clients know we are there – and always will be there – to provide effective solutions for all of their short-, medium- and long-term financial needs.”
In addition to providing superior service, Ms. Henry supports her clients in everything related to their personal, family and professional financial structure. “Having in-depth knowledge of each client's situation means I can be more effective in making important decisions, which saves them time and money.”
The Private Banking team facilitates all transactions across the RBC network. “All services are brought under one roof to cover all the aspects of in-depth financial planning. Clients are supported by a team of professionals who work with them to consolidate their assets.”
A single phone call will give you an appreciation of her drive!