Wealth Management Partners
Mary Ellen Isenor, CA, CFP Vice President, Financial Planning Specialist
Mary Isenor is responsible for providing comprehensive financial planning and wealth management solutions for clients, including cash flow management, tax, retirement, insurance and estate planning. Mary received her Bachelor of Science from Dalhousie University in 1988 and her Bachelor of Commerce from Saint Mary’s University in 1990. She is a Chartered Accountant and has completed and tutored the Canadian Institute of Chartered Accountants’ In-Depth Tax Course. Prior to joining RBC, Mary was providing professional services to individuals and their owner-managed entities, specializing in tax planning. During her career, Mary has been employed by two of the large public accounting firms where she advised on the tax consequences of mergers and reorganizations along with estate and trust planning.
Paul deJager MBA, CFP, CLU, CHS Estate Planning Specialist
Paul can help you protect the wealth you have worked to build through innovative insurance-based strategies that minimize the impact of taxes on your estate. Paul has been employed in the financial services industry since 1998, and has extensive experience working with a number of Canada's largest insurance companies. Focused on continual learning, Paul obtained a Bachelors degree (B.Sc.) from Dalhousie University and a Masters in Business Administration (MBA) degree from St. Mary’s University. He has also attained a number of industry accreditations including: Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and the Certified Health Specialist (CHS) designations. Paul is also a member of the Conference for Advanced Life Underwriting (CALU) and ADVOCIS, The Financial Advisors Association of Canada, which is the oldest and largest voluntary professional membership association of financial advisors and planners in Canada.
Sharon Avery, LL.B. Will & Estate Consultant
Sharon can help address your various estate planning concerns, and recommend the steps you need to take to achieve your goals – whether it’s updating your Will, creating a trust or setting up a charitable foundation. Sharon graduated from Dalhousie Law School in 2006 and was admitted to the Nova Scotia Bar in 2007, and has practiced in the areas of medical defense, health law, estate litigation, Wills, estates and trusts prior to joining RBC. She also spent over 10 years in the not-for-profit sector working in the areas of media relations and community services. Sharon is a member of the Canadian Bar Association and the Halifax Estate Planning Council, and currently serves on the Board of Governors of Mount Saint University and the Canadian Bar Association's National Standing Committee for Equality.