Partenaires RBC

Mona-Lisa est comptable professionnelle agréée (CPA, CA) et elle a un baccalauréat en administration des affaires (concentration en comptabilité) de l’Université de Moncton. Elle détient le titre de planificatrice financière décerné par l’Institut québécois de planification financière (IQPF) ainsi que le titre de Certified Financial Planner® décerné par le Financial Planning Standards Council (FPSC). Mona-Lisa a également complété le Cours fondamental d’impôt des Comptables professionnels agréés du Canada.

Avant de se joindre à RBC, Mona-Lisa était chef d’équipe à l’un des grands bureaux d’expert-comptable. Elle se spécialise dans la planification fiscale
et successorale pour les individus fortunés, les corporations ainsi que les gestionnaires propriétaires d’entreprises ayant une situation financière complexe.

Mona-Lisa croit que la planification est essentielle pour aider les gens à atteindre leurs objectifs financiers. En tant que spécialiste en planification financière, son rôle consiste à travailler avec votre conseiller et à l’assister dans l’établissement et la présentation de plans financiers complets pour les clients.

Jason est un membre à part entière de l’équipe qui nous aide à créer, préserver et fructifier le patrimoine de nos clients en ayant recours à des solutions fondées sur l’assurance dans le cadre de leurs plans financiers globaux.

Un spécialiste de la planification successorale, Jason fait appel à des solutions innovatrices et fiscalement avantageuses, en réponse à divers enjeux de la gestion de patrimoine, et il est particulièrement doué pour ce qui est de simplifier leurs complexités. Son approche personnalisée à la planification d’assurance pour les particuliers et les entreprises est de nature à aider nos clients à atteindre leurs objectifs en matière de gestion de patrimoine ainsi qu’aux plans successoral et financier.

Jason a entrepris sa carrière dans l’industrie des services financiers en 1996 et est entré au service de RBC en 2006. Auparavant, il a passé 10 ans chez un chef de file de l’assurance-vie, où il offrait son expertise en solutions d’assurance aux conseillers et à leurs équipes.

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.