Albert attended the University of Waterloo where he completed an Honours Bachelor of Science degree in Science and Business and a Masters of Accounting degree. He is a Chartered Accountant and spent eleven years with a large public accounting firm where he rose to the position of Senior Tax Manager. Prior to joining RBC, Albert was focused on providing professional services to an array of clients, from individuals and their owner-managed businesses to publicly owned entities.
Albert is a member of the Chartered Professional Accountants of Canada, Chartered Professional Accountants of Ontario and has completed as well as tutored the Canadian Institute of Chartered Accountants’ In-Depth Tax Courses.
Albert believes that planning is critical to helping people meet their financial objectives. As a Financial Planning Specialist at RBC Wealth Management Services, Albert’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans for clients.
Robyn, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a high-net-worth client.
Prior to joining RBC, Robyn acquired her expertise in estates, trusts and succession planning in both private practice and with a major trust company, practicing law in Toronto for 8 years with an emphasis on trusts, estates, succession, planning for incapacity and charities law, and as a will and estate consultant for a well-known Canadian trust company. In 2001, Robyn joined RBC, assisting clients with their overall tax and estate planning, and in 2011, assumed her present position, specializing in assisting high-net-worth clients with their succession, tax, retirement and estate planning.
Robyn obtained her law degree from Osgoode Hall in 1991, and she was called to the Bar in Ontario in 1993. She has completed her in-depth tax courses, levels 1 and 2, as well as the Advanced Tax Issues for the Owner Managed Business Course and the Corporate Reorganizations Course. She has co-authored two books, “Drafting Wills in Ontario: A Lawyer’s Practical Guide” and “Drafting Wills in Canada: A Lawyer’s Practical Guide”.
In addition, Robyn was an instructor at the Estate and Trust Bar Admission Course at the Law Society of Upper Canada.She is an active member of the Society of Trust and Estate Practitioners (STEP) and has obtained the STEP Advanced Certificate in Family Business Advising.
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.
Clive Slade brings over 30 years of international banking experience to his role as a Private Banker. His banking career started (1990) in the UK with Barclays Bank Plc. He was based in the beautiful English Lake District; mastering each role progressing to management before making the move to Canada.
In 2003, Clive moved to Canada, and with that, RBC. He had met a Canadian girl who was travelling her way around Europe and the UK. She brought him to Canada where they have now been married for over 20 years.
While working for RBC in various Senior Leadership roles, he earned his Personal Financial Planner (PFP) designation. Clive's last role was as a successful, award-winning, Commercial Banker. As a trusted strategic advisor, he brings strong relationship management skills to his high-net-worth clients in London and the surrounding area.
As your dedicated Private Banker, Clive will take the time to discover what is important to you and your family, as well as your personal financial and wealth goals. Along with his team, which includes a Private Banking Associate and a Manager, Credit Structures, he will create a strategy and make recommendations on a plan of action that is right for each unique client situation. He also has access through the RBC network to call on a team of specialists, in Canada and key markets worldwide. This team enables him to provide a complete range of services - delivering integrated financial solutions to ensure clients' meet their goals through investments, business banking, estate planning, and Trusts, both domestic & international.
As a long-time resident of St. Marys & Perth County, he enjoys volunteering in his local community and supporting fundraising and awareness events. Clive currently offers his time and expertise, by sitting on the board for; Family Services Perth Huron, St. Marys Committee of Adjustments, and the St. Marys Heritage Committee.
When not working for his clients or volunteering, he enjoys spending his time with his wife, their two sons, and Harry the dog. In his leisure time, he is often found refereeing on a Rugby pitch, golfing or entertaining family and friends.
"Estate planning is sensitive so I practice at being the best listener I can be." Focusing on each person, Lynn provides education throughout the wealth management process including the potential risks of unexpected events and how to protect and grow your wealth for future generations.
Along with Adam Bissell, our team offers a holistic approach that emphasizes you are heard and understood regarding your wealth goals and objectives. By focusing on what matters, protecting you, your family and your business, we demonstrate solutions that address your unique needs by helping ensure a lasting legacy for your heirs and charitable organizations.
Having joined RBC in 1996, Lynn was an Investment Associate prior to discovering her passion for insurance solutions in 2009. When not at work Lynn is often found at a ball game, hitting the slopes or snacking on fries under the Bluewater Bridge with her husband and two children.
Analytical by nature Adam focuses his attention on what matters - you, your family and business, by immersing himself in listening and learning all you have to share. Along with Lynn Prudom, their team offers a holistic approach by emphasizing your wealth goals and objectives are heard and understood. They implement solutions that enhance, protect and ultimately ensure the wealth you worked hard to create maximizes your legacy and is shared according to your wishes with heirs or charities you passionately support.
After many years in the financial services industry Adam joined RBC in 2019. He is dedicated to providing analysis of complex cases, designing customized solutions utilizing insurance-based solutions and demonstrating how to increase net worth, simplify wealth planning and reduce the impact of taxation.
Outside of work Adam happily spends his time keeping up with his wife and two young children all while taking his recreational softball very seriously.
As a Premier Banking Advisor, Carly provides holistic personalized attention and comprehensive strategies to high-net-worth business owners, executives, professionals and their families.
Carly works with a select number of clients in Windsor, Sarnia and Chatham markets. She acts as a member of your Investment Advisor's extended wealth management team to ensure the smooth integration of often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions.
A sophisticated credit expert, Carly can leverage strategies to support your goals. Her key focus is a client centered approach and to maintain high standards of client service and value added advice. When necessary, she can access specialists from across RBC to work collaboratively to provide a complete range of complementary services.
Carly offers an extensive background in client relationship. She is a high performing individual with a wealth of knowledge and a high level financial service and sales experience. She is a dedicated banking professional with 26 years in the financial services industry, working in a variety of roles that include Re-tail Banking, Business Banking, Healthcare Specialist, and Cash Management. She has spent the last 10 years as a RBC Financial Advisor where she was also the dedicated in-house retail representative for RBC Dominion Securities in Windsor.