Meet the team

As a Business Owner Specialist, High Net Worth Planning Services, Bobby, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.

Bobby has over 15 years of experience working with owners of privately held businesses to help them develop business succession, tax and estate planning solutions tailored to their goals and objectives. Prior to joining High Net Worth Planning Services, Bobby provided tax, retirement, estate and financial planning advice to RBC advisors and their clients. He has written articles on various topics including determining the value of a business, farm succession planning, tax planning and retirement planning.

Prior to joining RBC, Bobby was a Vice President at a boutique business valuation firm in Toronto where he worked with business owners to help them determine the value of their business for divestitures, litigation, tax and estate planning purposes. He also worked with owners to help them identify the value drivers of their business.

Bobby is a Chartered Business Valuator, a Chartered Professional Accountant and has a Bachelor of Commerce degree from the University of Toronto. He has also completed all three levels of the CPA In-Depth Tax Course.

As a Will & Estate Consultant, Sara Bond provides comprehensive estate planning services which includes providing clients with an effcient estate plan. Sara is distinguished in her feld as an internationally recognized Trust and Estate Practitioner (TEP), a designation that displays her advanced knowledge and experience to identify and address developments in the trusts and
estates industry.
Following her call to the Bar, Sara has worked for major trust companies working in a variety of roles involving estate administration and estate planning. Prior to joining RBC, Sara’s last role was Senior Advisor- Planning and Advisory Services, where she advised clients on a variety of Wills, trusts, estate planning matters.
Sara obtained a Joint Honors Bachelor degree from York University, and graduated with a Bachelor of Laws from the University of Sussex, U.K. Sara has also completed a Master of Laws in taxation, from Osgoode Hall Law School, York University.
Sara is a member in good standing with the Law Society of Ontario, and is a member of the Ontario Bar Association, Trusts & Estates Law section.
Complimentary Will & Estate Planning consultation
In appreciation of your valued business relationship with us, your advisor is pleased to offer you a complimentary Will & Estate Planning consultation with Sara, a Will & Estate Consultant.
Sara works closely with your advisor to provide you with information on structuring your estate in an effcient and tax-effective manner. Following your meeting, Sara will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.
To schedule a meeting with Sara Bond, please contact your advisor.

It's yours. It is your life, your family, your business, your legacy. With that in mind, Annett's core belief is to "Appreciate the little things in life." This allows her to connect to what matters most for each client and their unique situation.

Collaborating with client's trusted advisors, Annett works with affluent families, professionals and business owners to implement tax efficient strategies that help to achieve their wealth management objectives. Her ability to simplify the complexity of these solutions bring clients understanding and peace of mind that the recommendations will help them achieve their goals.

For over 20 years, Annett has specialized in estate planning within the financial industry, where her reputation of working relentlessly and endlessly on behalf of clients has made her a sought after advisor. Her natural ability to build trust and earn respect is part of the personal warmth she brings to her work. After all, it is your life, your family, your business, your legacy.

As a Premier Banking Advisor, Nancy Sirkka provides banking and credit solutions to select high net worth individuals and their families. Partnering with Investment Advisors in Sudbury and Northern Ontario to provide personalized service and tailored advice, to help clients efficiently and effectively manage their day-to day banking needs.

With over 30 years in the financial industry with RBC, Nancy is well respected by both her clients and peers alike. Prior to her current role, Nancy held various roles at RBC, giving her a wide scope of knowledge in banking advice. She draws on 20 years of experience within RBC as a Banking Advisor and Financial Advisor in retail banking which she received several awards and designations.

Nancy is very focused on delivering the ultimate client experience for her clients and building long term valued relationships.

Nancy was born and raised in Sudbury where she now lives with her two daughters. She volunteers for several activities and for different foundations in partnership with RBC.

As a Private Banker with RBC Wealth Management, Breanne provides comprehensive wealth management and financing strategies to high-net-worth individuals, business owners, professionals and their families.

Breanne has over 10 years of experience in financial services, in various roles related to Wealth Management, Financial Planning, and Personal and Business banking and lending. She has a deep understanding of complex client needs and business acumen, and expertise in the successful integration of various financial services into a customer-centric strategy. She draws on her extensive experience to advise on a number of issues that affect clients, including day-to-day banking, lending and wealth management. As needed, she partners with talented specialists from across RBC to provide a complete range of complimentary services, including financial planning, estate and tax planning, business owner planning and investment management.

To ensure personalized service and attention to detail, Breanne and her team work with a relatively small number of clients. This approach helps the team simplify their client's lives, while delivering responsive integrated financial solutions.

Breanne is an avid motorcyclist and artist, and enjoys a variety of outdoor activities with her husband, step-son and two dogs.

Breanne holds a Certified Financial Planner (CFP®) designation, Mutual Funds License, MSc in Mathematics from Wilfrid Laurier University, and BSc in Mathematics and Fine Arts and BEd from Nipissing University