Extended Team

For nearly 40 years, Steve has helped families and business owners develop a framework applying integrated wealth planning solutions. Both clients and their advisors trust in his extensive experience utilizing a values-based approach to develop solutions centered around their needs. His approach to insurance planning differs from others and recognizes each individual's unique situation.

Focused on planning and educating clients about their options, they are informed and empowered to make decisions best suited to their wealth management goals. Steve then takes the time to evaluate offerings from Canada's top insurance providers while partnering with your professional advisors to ensure you receive high-quality, cost-effective insurance solutions.

Whether providing protection during income earning and business building years, preserving capital or transferring accumulated wealth, Steve is there to implement solutions that address your needs in a tax-efficient manner.

Mary obtained her Bachelor of Laws from the University of Western Ontario in 1983. She was called to the Ontario Bar in 1985.

Following her call to the Bar, Mary was in private practice for 24 years, specializing in the areas of will and estate planning, estate administration, real estate and corporate law. Since 2011, she has worked exclusively in the areas of will and estate planning with a major trust company and a bank. Mary joined RBC Wealth Management in October 2016.

Mary is a member of the Law Society of Upper Canada and the Middlesex Law Association.

As a Premier Banking Advisor, Carol provides personal service and tailored advice to help clients save time and effectively manage their day to day banking needs. Carol is a single point of contact and partners with Investment Advisors in London, Stratford and Woodstock.

Carol has 7 years of experience at RBC; At RBC she has had a career in insurance and the financial industry. Carol is greatly respected by her clients, peers and the industry and has enjoyed the success in assisting clients achieving their goals.

Carol graduated with a Diploma as a Law Clerk and obtained accreditation providing a long standing career in Insurance and within the Financial Industry. Carol has received top honours both academically within the RBC organization.

Carol was born in Collingwood but has resided in London throughout most of her life. Carol has raised a family here in London and considers this home base. In her spare time, Carol has been on various board committees as a volunteer and most recently has raised funds for The Arthritis Society and the Red Shoe Society at Ronald McDonald House.