Our partners

Andrea's goal is very clear; "I want to listen to what you have to say and will ask 'why' as many times as necessary to truly understand your priorities." She wants to hear your unique story because financials are about math but true planning combines that and the emotional impacts many don't often discuss.

After a serious accident in 1999, Andrea changed careers so she could help people. Now with 20+ years' experience in financial services she has obtained multiple industry accreditations providing her with the foundation to support clients in planning for the creation, protection, preservation and transfer of their wealth. Ensuring she listens, Andrea simplifies potentially intricate issues such as funding future tax liabilities, transferring wealth to heirs and protecting those you love most through the power of customized insurance solutions.

When not hard at work, Andrea spends her time going on adventures with her children and enjoys an active life as an avid yogi, tap-dancer and drummer.

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.

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.

As a Premier Banking Advisor with RBC Wealth Management, Private Banking, Yvonne Wu provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families.

Based in Ontario, Yvonne works with a select number of clients in Ottawa to address their often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions.

When necessary, Yvonne can access specialists from across RBC in order to work collaboratively to provide a complete range of complementary services, from investment management to estate and legacy planning, and from domestic and international trust services to sophisticated credit and leverage strategies to support individual short and long term goals.

Yvonne offers an extensive background in client relationship to her role as Premier Banking Advisor. She draws on 3 years of experience within RBC as banking advisor and financial advisor in retail banking. Yvonne graduated from University of Ottawa with a Bachelor of Commerce degree.

Away from the office, Yvonne enjoys spending time with family and exploring nature trails and learning to cook a new dish. 

Kiki has over 10 years of experience within the Group Benefits industry in both sales and service roles. She is incredibly passionate about caring for and helping people. Kiki prides herself on her ability to meet the needs of business owners as well as their most important asset - their employees.

Kiki got her start at a large financial institution assisting high net worth individual clients with their day-to-day financial needs. From there, she transitioned into providing credit insurance solutions until she was recruited by a large insurance provider. She quickly rose through the ranks starting as a Wealth and Insurance Associate within the Group Benefits Solution sector, before transitioning to the role of Group Benefits Consultant.

Kiki is passionate about helping her clients and their employees maintain a healthy, engaged, and productive workforce through Group Benefits planning and solutions. She has a deep understanding of financial and insurance solutions, including life, health and dental, and critical illness.

Kiki holds a Bachelor of Arts in Economics, and Sociology from McGill University. She enjoys giving back to her community and in her spare time she lends support to various organizations dedicated to providing community assistance programs to alleviate poverty and isolation.

As a Private Banker with RBC Wealth Management, Private Banking, Melissa White provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families.

Based in Ottawa, Melissa works with a select number of clients to address their often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions.

When necessary, she can access specialists from across RBC in order to work collaboratively to provide a complete range of complementary services, from investment management to estate and legacy planning, and from domestic and international trust services to sophisticated credit and leverage strategies to support individual short- and long-term goals.

Melissa offers an extensive background in client relationship to her role as Private Banker. She draws on 12 years of experience within RBC, excelling in previous positions within Commercial Banking, Financial Planning and Leadership.

Melissa has continued to deepen Her knowledge and expertise with key industry designations such as both the Certified Financial Planner and Personal Financial Planner designations.

Away from the office, Melissa enjoys many outdoor activities, yoga, travel and spending time with her family.