Robert H. Joyce, CPA, CA, FMA, CFP

Vice-President, Investment & Wealth Advisor

613-549-6389 | Email me
613-549-6555 | Connect
1-800-267-0918

Bob has been advising high net worth families and successful business owners for over three decades in the areas of financial, tax and estate planning. Bob focuses on matching clients' financial objectives to appropriate investments with a view to implementing tax-efficient strategies.

 

Extended Team

Joseph W. Power, B.A., LL.B.Vice President

Will & Estate Consultant 

Joseph can help you address your various estate planning concerns and recommend the steps to take to achieve your goals whether its updating your Will, creating a trust or setting up a charitable foundation. He graduated from Carleton University in 1988 and from the University of Western Ontario Law School in 1991. Joseph was called to the Ontario Bar in 1993. He is an associate member of The Society of Trust and Estate Practitioners. Joseph was an instructor for the Ontario Bar Admission Course in Estate Planning and has been an instructor at the University of Ottawa Law School since 2003 teaching the Law of Succession.

 

Complimentary Will & Estate Planning Consultation

In appreciation of your valued business relationship with us, your advisor is pleased to offer you a complimentary Will & Estate Planning consultation with Joseph, a Will & Estate Consultant. Joseph works closely with your advisor to provide you with information on structuring your estate in an efficient and taxeffective manner. Following your meeting, Joseph will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.

To schedule a meeting with Joseph Power please contact your advisor.

Tracey Goldie, CFP, CLU

Estate Planning Specialist

Tracey is an integral member of the team, helping to create, preserve and increase wealth by incorporating insurance-based solutions within comprehensive financial plans.

Specializing in estate planning, Tracey applies innovative and tax-efficient solutions to a variety of wealth management issues and is skilled at simplifying their complexities. Her individualized approach to personal and corporate insurance planning help clients achieve their wealth management objectives and reach their estate and financial goals.

Beginning her financial services career in 1994, Tracey joined RBC in 2012. Beforehand, she spent 13 years with a leading life insurer, focused on providing insurance solutions expertise to advisors and product marketing.

Committed to ongoing development, Tracey has obtained the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designation.

CLAUDIA MORRISON, PFP, CIM

Regional Trust Advisor

As a Regional Trust Advisor, Claudia Morrison serves clients throughout the 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 Estate & Trust Services partners, she can find the solution that’s right for you.

Chris Leslie, CPA, CA
Financial Planning Specialist

Chris is a Chartered Accountant (CPA, CA) with over 25 years of experiencein financial services. He holds his Bachelor of Commerce Degree (Accounting) from Carleton University.

Chris joined a major international public accounting firm upon graduation from university where he remained for 5 years. Chris began his career in wealth management services as an investment advisor in 1997 providing clients with investment management, financial planning and insurance solutions. Prior to joining RBC Chris was a financial planning specialist with a major Canadian insurance provider. Chris utilizes his experience as a Chartered Accountant and investment advisor to provide comprehensive financial planning services to professionals, business owners and other high net worth clients.