Meet the team

Our Partners

Tom Bryan, CFP, CLU, CHFC (Bryan, Morrissy, Gallant Team)

Estate Planning Specialist team

In collaboration with wealth management partners, Tom works with RBC advisors and their clients to implement planning-based solutions for corporate and personal tax protection, as well as asset reallocation to tax-sheltered permanent insurance. Consults with trusted advisors of RBC Wealth Management and clients to design advanced insurance strategies

 

Chris Leslie, CPA, CA

Financial Planning Specialist

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 offer's the highest level of financial planning. He will provide recommendations specific to your situation. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to your next generation tax-efficiently and make the most of your philanthropic legacy. 

 

Joe Power, BA, LL.B (Ontario)

Will & Estate Consultant

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. 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.