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

Advisor

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

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


Advisor

Faisal Jamal, CPA, CA

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


Legacy Planning and Risk Management

Advisor

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

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


Advisor

Todd Sysak, CLU, TEP

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Financial Planning

Advisor

Shauna Glemser, B.Comm.

Financial Planning Specialist, RBC Wealth Management


Estate & Legacy

Advisor

John Simes, JD

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


Business Transition

Advisor

Faisal Jamal, CPA, CA

Vice-President & Business Owner Specialist, RBC Wealth Management