Financial Planning Specialist
Mary Ellen Isenor, CPA, CA, CFP®
Vice-President & Financial Planning Specialist, RBC Wealth Management
Mary is a Chartered Professional Accountant (CPA), Chartered Accountant (CA) and a Certified Financial Planner (CFP). She has received her Bachelor of Science from Dalhousie and a Bachelor of Commerce from Saint Mary’s University. Mary has completed and tutored the CICA In-Depth Tax Course.
Prior to joining RBC in 2008, Mary was employed as a Senior Manager, Tax where she specialized in tax planning for individuals and their owner-managed entities. During her career Mary has been employed by two of the large international public accounting firms and has a broad range of experience in mergers and acquisitions, business succession, estate and trust planning and overall tax minimization.
Mary’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans for clients.
Estate Planning Specialist
Paul DeJager, CLU, CHS, B.Sc., MBA, CFP®
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
As a valuable member of your advisor’s team, Paul can help you create, preserve and increase your wealth by incorporating insurance solutions into your comprehensive financial plan. He is able to provide innovative and tax-efficient solutions to various wealth management issues.
Specializing in working with business owner clients as well as individual high-net-worth clients, he offers customized insurance-based solutions to meet your needs.
Paul has extensive experience in the financial services industry, having begun his career in 1998. Paul has obtained: a bachelor’s degree (B.Sc.) from Dalhousie University and a Master of Business Administration (MBA) degree from St. Mary’s University. He is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Certified Health Specialist (CHS). He is also a member of the Conference for Advanced Life Underwriting (CALU) and Advocis.
Will & Estate Specialist
Christy obtained a Bachelor of Arts degree Anthropology) from the University of Waterloo in 2006 and a Bachelor of Laws degree from Dalhousie University in 2009. She was called to the Nova Scotia Bar in 2010.
Following her call to the Bar, Christy was in private practice with a large regional firm and practiced primarily in the areas of Wills, estates and trust law and litigation. Since 2013, she has worked exclusively in the area of will and estate planning with a major trust company. Christy joined RBC Wealth Management in 2018.
Christy is a member of the Society of Trust and Estate Practitioners (STEP) and the Nova Scotia Barristers’ Society.
Estate & Trust Advisor
As a Senior Trust Advisor, Darlene Walker serves clients throughout the Atlantic region and is located in the Halifax office. Darlene provides a wealth of knowledge relating to trusts and their administration. With a career focused on building client relationships, she is dedicated to her clients and provides a personalized service tailored to their specific needs.
A graduate of Algonquin College in Ottawa, Darlene has continued to deepen her knowledge and expertise with key industry designations including the Certified Financial Planning (CFP), the Professional Financial Practitioner (PFP), and Member, Trust Institute (MTI) designations.
Darlene works with individuals, families and businesses to provide customized estate, trust and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a Power of Attorney, Darlene can help.
With more than 25 years of industry experience, Darlene brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. Darlene understands that no two clients are the same and so together with her RBC Estate & Trust Services partners, she can find the solution that’s right for you.