Other Resources

We realize financial planning is a complex field. As a result we incorporate other professionals into our business to design and implement the strategies that will help you to achieve your goals.

We have created a strong network of professionals that can assist you with:

- Personal and corporate banking solutions through RBC
- Wills and powers of attorney
- Corporate matters including incorporations and other legal issues
- Tax returns and implementation of complex tax strategies
- Business valuations and succession plans
- Employment matters
- Group financial solutions including investment and benefit plans

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Alleen Sakarian

Will & Estate Consultant, RBC Wealth Management


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Karen Snowdon-Steacy, TEP

Senior Trust Advisor, Royal Trust Corporation of Canada


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Tracey Goldie, CLU, CFP

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.