Our Partners

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.

With a financial services career spanning over 30 years, Tania is known for her thoughtful, transparent approach to insurance and its strategic application. Her expertise is grounded in a solid understanding of insurance concepts, product design, and the strategies surrounding insurance-based solutions.

As an Estate Planning Specialist, Tania is eager to collaborate with clients and their advisors to explore helping them with what matters most. She offers a wide range of tailored insurance solutions that empower them to navigate through complex needs with confidence and a true understanding of how permanent life insurance may fit within their overall wealth plan.

Tania is proud to be a part of RBC's dedicated team of professionals who share a commitment to providing exceptional wealth management services. Her mission is simple: helping clients secure their legacy with personalized estate planning solutions, today for a brighter tomorrow.

As a Premier Banking Advisor with RBC Wealth Management - Private Banking, Le Anh works with a select group of clients and their families as a single point of contact. She provides banking and and credit solutions in partnership with Investment Advisors to ensure the delivery of personalized services and tailor-made advice. Le Anh's goal is to help her clients navigate complex financial decisions with clarity and confidence. Drawing on her experience at RBC's retail branch network-most recently as a Financial Advisor-Le Anh brings both technical expertise and a deep commitment to relationship-building. Born in Vietnam, Le Anh moved to Canada eight years ago and has since called both Toronto and Ottawa home. Her multicultural background and personal journey have shaped a thoughtful, empathetic approach to client service. She holds a Bachelor of Arts from the University of Toronto and is fluent in both English and Vietnamese, allowing her to support a diverse range of clients and communities. Outside of her professional life, she enjoys creating and testing new recipes, and spending quality time with her husband and their two beloved cats.