Financial Planning Specialists
Chris is a Chartered Accountant (CPA, CA) with over 25 years of experience in financial services. He holds his Bachelor of Commerce Degree (Accounting) from Carleton University.
Chris joined a major international public accounting firm upon graduation from university where he remained for 5 years. Chris began his career in wealth management services as an investment advisor in 1997 providing clients with investment management, financial planning and insurance solutions. Prior to joining RBC Chris was a financial planning specialist with a major Canadian insurance provider. Chris utilizes his experience as a Chartered Accountant and investment advisor to provide comprehensive financial planning services to professionals, business owners and other high net worth clients.
Partners in protecting your wealth and your peace of mind.
An experienced insurance and estate planning professional, Tom is a valuable member of your advisor's team. His passion is helping clients build, protect and transfer personal and corporate wealth using a planning based approach.
Tom has over 30 years of experience in the financial services industry and is a member of the Estate Planning Council of Ottawa. He holds a Bachelor of Economics from Carleton University and has obtained the Certified Financial Planner and Chartered Life Underwriting designations.
Away from the office, Tom volunteers as a board member and as Treasurer of the Rivermead Golf Club. He enjoys golfing, curling and running, as well as proudly supporting Ottawa's sports teams.
Will & estate specialist
Joseph graduated from Carleton University in 1988 and from the University of Western Ontario Law School in 1991. He was called to the Ontario Bar in 1993.
He is an Associate Member of The Society of Trust and Estate Practitioners and a Member of the Carleton County Law Association.
Prior to joining RBC, he practised estate planning in private practice and served as Will & Estate Consultant with Royal Trust Corporation.
He was an instructor for the Ontario Bar Admission Course in Estate Planning and Administration and has been an instructor at the University of Ottawa Law School since 2003 teaching the Will & Estate course.