RBC partners

Mona-Lisa is a Chartered Professional Accountant (CPA, CA) and has a Bachelor in Business Administration (Major in Accounting) from Université de Moncton. Mona-Lisa has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course. She also holds the Financial Planner designation from the Quebec Institute of Financial Planners (IQPF) and the Certified Financial Planner® designation from the Financial Planning Standards Council (FPSC).

Prior to joining RBC, Mona-Lisa was employed as a Tax Manager at one of the world’s leading accounting firms. She specialized in providing personal, corporate, and estate planning services to high-net-worth individuals and their owner-managed entities.

Mona-Lisa believes that planning is critical to helping people meet their financial goals. Mona-Lisa’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.

Jason is an integral member of the team, helping to create, preserve and increase wealth by incorporating insurance-based solutions within comprehensive financial plans.

Specializing in estate planning, Jason applies innovative and tax-efficient solutions to a variety of wealth management issues and is skilled at simplifying their complexities. His individualized approach to personal and corporate insurance planning helps clients achieve their wealth management objectives and reach their estate and financial goals.

Beginning his financial services career in 1996, Jason joined RBC in 2006. Beforehand, he spent 10 years with a leading life insurer, focused on providing insurance solutions expertise to advisors and their teams.

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. Beginning in 2013, she 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.

Jonah attended the University of Ottawa where he completed a Bachelor of Arts Degree in 2003. He subsequently attended Dalhousie University where he completed his Bachelor of Laws (LL.B.) degree in 2006. Upon completion of his articling position, Jonah practiced law for four years in the areas of tax and estate planning and corporate law where he worked closely with individuals and business owners to implement complex solutions to meet their particular needs.

In 2011, Jonah entered the financial services industry where he has spent his career completing comprehensive estate and financial plans and acting as a resource for high net worth and business owner clients.

Jonah received his CFP designation in 2013 and is a member of FP Canada as well as the Law Society of Ontario.

As a Will & Estate Consultant, Jonah provides comprehensive estate planning services to clients, offering sensible and practical solutions to meet their individual needs..

Shakir Hector is a Premier Banking advisor who takes the utmost pride in making sure that his select clients of wealth management Canada and their families are well taken care of. As a partner to Investment Advisors and Private bankers throughout Atlantic Canada, his tailored advice approach a long side his personalized service allows clients to easily and efficiently manage their banking needs.

With 4 years of experience in the financial services at RBC, Shakir's advice based approach and client centric commitment allows him to offer the best in class client experience. During those years he has also given back to his community by participating it multiple events such as the Halifax Greek fest and Quinfest. These volunteering opportunities were vital in creating his extensive network within the communities.

Born and raised in the beautiful twin islands of Antigua and Barbuda, Shakir came to Canada in 2011 to study at the Saint Mary's University. With a Bachelor's degree in Science he applies problem solving and critical thinking in his approach to solve the everyday needs of his select clients.

Shakir currently resides in Halifax and spends his free time Hiking, Fishing and connecting with his peers.

As a Premier Banking Advisor for Atlantic Canada, Eliza Wang works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, she provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.

With over 6 years of experience in banking services with RBC, Eliza is respected by her clients, her peers and the industry and has received Top Performance recognition. Eliza is strongly committed to giving back to her community and acts as a Board Member and Vice President for Hong Kong Canada Business Association Atlantic Chapter for over a decade.

Eliza received her MBA from Saint Mary's University. When she away from the office, Eliza enjoys reading, cooking and volunteering at local SPCA. Eliza is fluent in English and Mandarin.

As your Private Banker, Cathy will gain an understanding of your unique needs and goals in order to deliver wealth management planning tailored to you. She will then work with you and your team, as well as partner with top experts from across RBC, to implement customized solutions, including succession planning, and advice on complex structures for you and your family.

Cathy has more than 20 years of industry experience. She has deep experience working with high-net-worth families throughout the local community to deliver tailored planning and advice.

As a Private Banker, Jeremy Moore provides over seven years of expert financial counsel to high-net-worth businesses, families and organizations in the Halifax area.

Mr. Moore acts as a dedicated relationship manager for his clients and their families, who value his discretion and responsiveness, as well as his experience addressing a broad range of wealth, retirement and credit planning needs through all stages of their financial lives. Prior to joining Private Banking, Mr. Moore was an Investment and Retirement Planner with RBC Royal Bank, where he provided comprehensive financial solutions to his clients, collaborating whenever needed to ensure synergy with their investment and tax planning needs. To ensure that his clients receive a high level of financial planning expertise, he has also earned his designation as Certified Financial Planner (CFP).

As part of a tailored suite of Private Banking services, Mr. Moore designs sophisticated banking, personalized short- and long-term wealth plans and flexible credit packages for his clients. Through RBC, he provides a complete range of services – including commercial banking, estate planning, and domestic and international trusts – to meet each client's specific needs.

Mr. Moore is fluent in English and French. Originally from Charlottetown, he holds a Bachelor of Business Administration degree from the University of Prince Edward Island, where he was president of the UPEI Business Society. Outside of the office he spends much of his time coaching and mentoring minor hockey and rugby players.