Serving your whole financial picture

 

Clients of the Nelson branch benefit from the support of multiple industry-leading RBC specialists in various streams of finance. Meet the professionals working for you.

 

Business owner specialists

 

Advisor

Zora Booker, CPA, CGA, MBA, TEP

Vice President, Business Owner Specialist, Family Office Services, RBC Wealth Management


 

Estate planning specialists

 

Advisor

Brett Henderson, B.Comm., CFP, CLU

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Arne Perrin, B.Comm. (Hons), CFP®

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


 

Royal Trust, Estate Advisors

 

Advisor

Patrick (Rick) Montens, TEP

Will and Estate Advisor, RBC Royal Trust


 

Premier banking

 

Advisor

Michelle Beauregard

Premier Banking Advisor, RBC Royal Bank


 

High Net Worth Planning Services

 

Advisor

Sara M. Johnson, ESQ, Ph.D., TEP, CFP, LL.M. (US Law), JD

Vice President, High Net Worth Planning Services— International Estate, Art and Digital Legacy Planning, Family Office Services, RBC Wealth Management


Advisor

Aileen Battye, LL.B, TEP

Vice President, High Net Worth Planning Services, Family Office Services, RBC Wealth Management


 

Let us connect you with an advisor today!

 

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