RBC partners

Chris is a Chartered Accountant (CPA, CA) with over 25 years of experience in financial services. He holds his Bachelor of Commerce Degree (Accounting) from Carleton University.

Chris began his career with a major international public accounting firm for 5 years upon graduation from university. Chris then started his role in wealth management services as an investment advisor in 1997 providing clients with investment management, financial planning and insurance solutions. Chris utilizes his experience as a Chartered Accountant and investment advisor to provide comprehensive financial planning services to professionals, business owners and other high net worth clients.

Joseph graduated from Carleton University in 1988 and from the University of Western Ontario Law School in 1991. He was called to the Ontario Bar in 1993.

He is an Associate Member of The Society of Trust and Estate Practitioners and a Member of the Carleton County Law Association.

Prior to joining RBC, he practised estate planning in private practice and served as Will & Estate Consultant with Royal Trust Corporation.

He was an instructor for the Ontario Bar Admission Course in Estate Planning and Administration and has been an instructor at the University of Ottawa Law School since 2003 teaching the Will & Estate course.

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..

Mike believes in making clients’ lives better and that long term success doesn’t happen by accident. He understands that financial decisions need to be made with precision and loves knowing that his work helps people succeed in achieving their tax, retirement and estate planning goals. Working closely with clients and their advisors, Mike puts together high-caliber solutions while providing simplicity to complex situations.

For nearly 30 years, Mike has dedicated himself to the financial services industry where he has focused on family wealth planning and the benefits of life insurance solutions. He joined RBC in 1997 and is a member of Advocis, the largest voluntary professional membership association of financial advisors in Canada.

When not at work Mike enjoys spending time with family, on the golf course, travelling and being outdoors.

Partnering with your advisor to protect your wealth and peace of mind.

Tom is dedicated to helping you meet your goals to build, protect and transfer your wealth. With 30+ years of financial services experience, he works passionately to provide valuable estate planning and wealth management services through the offer of insurance-based solutions.

A member of the Estate Planning Council of Ottawa, Tom holds the Certified Financial Planner, Chartered Life Underwriting and Chartered Financial Consultant designations. He is a graduate of Carleton University with a Bachelor of Economics.

In his personal time Tom volunteers as treasurer on the board of the Rivermead Golf Club. He keeps busy golfing, curling and running while proudly supporting Ottawa's sports teams.

As a Regional Trust Advisor, Claudia Morrison serves clients throughout the Northeastern Ontario and Atlantic regions and is located in the Ottawa office. Claudia provides strong organizational and relationship-building skills to deliver comprehensive estate and trust solutions for executors, trustees and beneficiaries. Clients appreciate her ability to explain complex concepts of estate and trust administration in terms that they can relate to and with sensitivity.

A graduate of Carleton University with a Bachelor of Arts Honours degree, Claudia has continued to deepen her knowledge and expertise with key industry designations such as the Personal Financial Planner (PFP) and Chartered Investment Manager (CIM) designations. She has also completed the Canadian Securities Course.

Claudia has held various roles in banking, investment counselling and estate and trust administration that provide her with a unique depth of understanding around integrated solutions to meet client needs. With more than 20 years of financial services experience, Claudia 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. Claudia understands that no two clients are the same and so together with her RBC Royal Trust partners, she can find the solution that’s right for you.

As a Senior Trust Advisor, Leslie Frederick serves clients throughout the Greater Ottawa Region. Leslie develops lasting client relationships and earns their trust by focusing on delivering timely, quality service and advice.

A graduate of McMaster University with a Bachelor of Arts (B.A.) degree, Leslie has continued to deepen her knowledge and expertise with key industry designations such as the Certified Financial Planner (CFP) and Trust and Estate Practitioner (TEP) designations. Leslie has completed the Canadian Securities Course and is the President of the Ottawa Estate Planning Council.

Leslie’s focus and expertise in estate, trust and power of attorney administration, taxation, trust law and investments has helped her manage complex personal and family dynamics. She 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, Leslie can help.

With more than 30 years of industry experience, Leslie 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. Leslie 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.

Alda Tropea brings more than 30 years of trust industry experience to her role as an Estate and Trust Advisor.

Alda’s depth of experience, coupled with her professionalism and dedication to client service, serves her well in her current role. She understands that the role of an executor is a difficult one and her sensitive handling of evolving family dynamics have earned her a reputation as a trusted advisor. An expert focused on executor services, she helps executors identify where RBC can help to lift the burden of an executorship, whether in a simple administrative capacity helping with specific tasks, or in a more comprehensive manner carrying out the entire estate settlement process on their behalf. Alda can provide customized solutions to help individuals carry out their executor duties and can help to expedite the settlement process, and maximize the estate’s value through knowledgeable handling of estate and tax issues.

A graduate of McGill University, with a Bachelor of Commerce in Finance, Alda has attained the key industry designations of Senior Trust Officer(Institute of Canadian Bankers) and Financial Planner (Quebec Institute of Financial Planners - IQPF), and is a member of the Society of Trust and Estate Practitioners (STEP).

Alda’s solid reputation as an estate and trust specialist is valued by clients who rely on her when it comes to discussing estate settlement and administration services, trustee and power of attorney services, as well as other specialized services offered through RBC Royal Trust throughout Canada.

Alda’s dedication to clients has been recognized by the Award of Excellence, one of RBC’s highest honours. She is fluent in English, French and Italian.