As a Premier Banking Advisor, Carly provides holistic personalized attention and comprehensive strategies to high-net-worth business owners, executives, professionals and their families.
Carly works with a select number of clients in Windsor, Sarnia and Chatham markets. She acts as a member of your Investment Advisor's extended wealth management team to ensure the smooth integration of often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions.
A sophisticated credit expert, Carly can leverage strategies to support your goals. Her key focus is a client centered approach and to maintain high standards of client service and value added advice. When necessary, she can access specialists from across RBC to work collaboratively to provide a complete range of complementary services.
Carly offers an extensive background in client relationship. She is a high performing individual with a wealth of knowledge and a high level financial service and sales experience. She is a dedicated banking professional with 26 years in the financial services industry, working in a variety of roles that include Re-tail Banking, Business Banking, Healthcare Specialist, and Cash Management. She has spent the last 10 years as a RBC Financial Advisor where she was also the dedicated in-house retail representative for RBC Dominion Securities in Windsor.
David Bowman offers an extensive background in client relationship management and draws on years of experience within RBC to his role as Private Banker.
David grew up in St. Catharines, ON and enjoyed a 5-year professional hockey career before hanging up the skates to work for his family's business, and eventually joining RBC in 2014.
As a Private Banker with RBC Wealth Management, Private Banking, David provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families. .
David works with a select number of clients throughout Essex County to address their often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions.
When necessary, he can access specialists from across RBC in order to work collaboratively to provide a complete range of complementary services, from investment management to estate and legacy planning, and from domestic and international trust services to sophisticated credit and leverage strategies to support individual short- and long-term goals.
A graduate of the University of New Brunswick with an MBA degree, he has continued to deepen his knowledge and expertise with key industry designations such as PFP and Investment Funds in Canada.
David is married to his wife of 12 years, Angela, and together they have 2 beautiful girls, Olivia and Grace. They moved home to Essex County where Angela was born and raised (Stoney Pointe), and where David played 4 years with the Windsor Spitfires. Away from the office, David enjoys spending time with his daughters, and playing golf and hockey.
As a Private Client Insurance Specialist, Saman takes great pride in helping people protect their wealth, possessions and lifestyle. Prior to joining RBC Private Insurance, Saman worked with High-Net-Worth families as an underwriter at Chubb Canada.
Saman has over 10 years of experience in sales, customer service, and underwriting in both personal and commercial insurance. She takes a tailored approach through a Personal Risk Assessment to identify vulnerabilities for clients and address them through an advice-based approach.
Saman is a graduate of the Insurance Management Program at Humber College and is currently working towards her Chartered Insurance Professional Designation (CIP) in addition to her OTL license. Saman holds a Bachelor of Art in theater and is very passionate about people, culture, and art.
In her downtime, Saman likes to spend time in nature, visiting museums and watching performance arts in different cities around the world. Saman also enjoys baking and cooking and creating new recipes for her family and friends.
Andrea is a highly experienced professional qualified as a Chartered Professional Accountant (CPA), Chartered Accountant (CA), Chartered Business Valuator (CBV) with the Canadian Institute of Chartered Business Valuators, Accredited Senior Appraiser (ASA) in business valuations with the American Society of Appraisers and Certified in Financial Forensics (CFF) with CPA Canada and the AICPA. Andrea has also completed the Chartered Professional Accountants of Canada’s three-part in-depth tax specialty program.
Andrea has over 30 years of experience with 17 of those years at KPMG and Baker Tilly Windsor (formerly Collins Barrow) where he held senior positions including that of a Tax and Valuations Partner. His entrepreneurial spirit led him to manage his own Financial Advisory Services practice for a period of 10 years, providing advice, expert reports, and direction to Owner-Managers in business valuations, corporate finance, business planning, personal tax, corporate tax, and financial litigation matters.
Andrea’s experience also includes being a Director of Finance for a significant full service Tier 1 automotive company located in Windsor, Ontario. Andrea was a senior member of a multi-disciplined team at KPMG, who successfully sold this business to a private equity group which included financing from a syndication of four financial institutions. After the completion of this divestiture, Andrea was asked by the senior management team of this automotive company to assume the role as Director of Finance.
Andrea’s 30 years plus of experience includes dealing with Owner-Managers on issues varying in size, industry and geographical regions. The combination of his experiences and qualifications are ideal to assist Owner-Managers with business succession, corporate finance, estate and business planning matters.
Andrea has been a frequent presenter and lecturer to legal firms, financial institutions, the University of Windsor, and other organizations such as the Canadian Association of Farm Advisors and the Canadian Institute of Chartered Business Valuators. Andrea has spent over 25 years on boards and committees primarily focused on children, social, cultural and health initiatives.
Andrea prides himself in being technical yet pragmatic in providing Owner-Managers with options and solutions as they navigate their complex business environment.
Analytical by nature Adam focuses his attention on what matters - you, your family and business, by immersing himself in listening and learning all you have to share. Along with Lynn Prudom, their team offers a holistic approach by emphasizing your wealth goals and objectives are heard and understood. They implement solutions that enhance, protect and ultimately ensure the wealth you worked hard to create maximizes your legacy and is shared according to your wishes with heirs or charities you passionately support.
After many years in the financial services industry Adam joined RBC in 2019. He is dedicated to providing analysis of complex cases, designing customized solutions utilizing insurance-based solutions and demonstrating how to increase net worth, simplify wealth planning and reduce the impact of taxation.
Outside of work Adam happily spends his time keeping up with his wife and two young children all while taking his recreational softball very seriously.
"Estate planning is sensitive so I practice at being the best listener I can be." Focusing on each person, Lynn provides education throughout the wealth management process including the potential risks of unexpected events and how to protect and grow your wealth for future generations.
Along with Adam Bissell, our team offers a holistic approach that emphasizes you are heard and understood regarding your wealth goals and objectives. By focusing on what matters, protecting you, your family and your business, we demonstrate solutions that address your unique needs by helping ensure a lasting legacy for your heirs and charitable organizations.
Having joined RBC in 1996, Lynn was an Investment Associate prior to discovering her passion for insurance solutions in 2009. When not at work Lynn is often found at a ball game, hitting the slopes or snacking on fries under the Bluewater Bridge with her husband and two children.
Mary obtained her Bachelor of Laws from the University of Western Ontario in 1983. She was called to the Ontario Bar in 1985.
Following her call to the Bar, Mary was in private practice for 24 years, specializing in the areas of will and estate planning, estate administration, real estate and corporate law. Since 2011, she has worked exclusively in the areas of will and estate planning with a major trust company and a bank. Mary joined RBC Wealth Management in October 2016.
Mary is a member of the Law Society of Upper Canada and the Middlesex Law Association.
As a Senior Trust Advisor, Susan Macdonald serves clients throughout Western Ontario and is located in the Hamilton office. With a career focused on client relationships, she is dedicated to her clients and provides a personalized service tailored to their specific needs. She provides a wealth of knowledge relating to trusts and their administration. Susan has continued to deepen her knowledge and expertise with key industry designations such as Member, Trust Institute (MTI) and Trust and Estate Practitioner (TEP) designations.
Susan works with individuals, families and businesses to provide customized estate, trust and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a power of attorney, Susan can help.
With more than 20 years of industry experience, Susan 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. Susan 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.