To simplify and create peace of mind we provide fully integrated financial services that are required to ensure your financial legacy is protected and carries on for generations to come.  You have the option to access all of  the services or just the just the ones you require.  The logistics and coordination is all done by your Stevenson Holtby team.  Let us make it effortless!


 

High Net Worth Planning

Coady Cormier, BBA (Fin), LL.B, TEP

Vice-President, High Net Worth Planning Services, RBC Wealth Management


Faisal Jamal, CPA, CA

Vice-President, High Net Worth Planning Services, RBC Wealth Management


Legacy Planning and Risk Management

M.C. (Mike) Macoun, CLU, CHS, TEP

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


Todd Sysak, CLU, TEP

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Financial Planning

Shauna Glemser, B.Comm.

Financial Planning Specialist, RBC Wealth Management


Estate & Legacy

John Simes, JD

Vice-President & Will & Estate Consultant, RBC Wealth Management


Business Transition

Faisal Jamal, CPA, CA

Vice-President & Business Owner Specialist, RBC Wealth Management