Our Partners in Wealth Management:

As part of our holistic approach to managing your wealth, we partner with the following experts to offer you: financial planning, will & estate planning and insurance strategies.

Mona-Lisa Lavallée, CPA, CA

Financial Planning Specialist, RBC Wealth Management


Christy Sandles, LL.B, TEP

Will & Estate Consultant, RBC Wealth Management


Sharon Avery, LL.B

Will & Estate Consultant, RBC Wealth Management


Jason Lewis, BBA

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Claudia Morrison, PFP, CIM

Regional Trust Advisor, RBC Royal Trust


Jordan Clements-Bastarache

Premier Banking Advisor, RBC Royal Bank