A team approach to wealth management

Our RBC Partners work closely with us to provide strategies to help reduce your taxes, plan for your retirement and protect your legacy.

With over 200 highly accredited tax, legal and financial professionals, the industry-leading RBC Wealth Management Services team helps us provide personalized wealth solutions, from comprehensive financial plans to guidance on complex tax and legal issues. This team of highly-skilled specialists helps us create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors.

Advisor

Cheryl Johnson-Engmann, CFP, CLU, TEP

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Yat-Sze Lo, CPA, CA, CFP

Vice President and Financial Planning Specialist, RBC Family Office Services


Advisor

Melissa Nagelbach, LL.B

Will & Estate Consultant, RBC Family Office Services


Advisor

Phylicia Rye, CFP®, PFP, TEP

Senior Trust Advisor, RBC Royal Trust


Advisor

Farnaz Boroumandi

Premier Banking Advisor, RBC Royal Bank


Advisor

Katarina Tsamis

Premier Banking Advisor, RBC Royal Bank