Todd Barber, CIM, CFP, FCSI

Vice-President, Investment & Wealth Advisor

613-566-7621 | Email me

Originally from Sudbury Ontario, Todd now resides in Ottawa’s west end with his wife and 3 children.  As a former Bank Branch Manager and Commercial Banker, Todd understands the complex needs of our clientele and works closely with the team in the preparation of customized Portfolio and Wealth Management Solutions.

Jim Rockwell

Vice-President & Investment Advisor

613-566-7533 | Email me

Trevor  Hendy, PFP, CFA

613-566-7530 | Email me

Joseph Power LL.B., TEP - Will and Estate Consultant

Joseph can help you to address your various estate planning concerns and recommend the steps you need to take to achieve your goals - whether it's updating your Will, creating a Trust, or setting up a charitable foundation.

Michael Keyes and Tom Bryan - Regional Insurance Specialists

Michael and Tom assist our clientele through innovative insurance-based strategies which include:  
  • Life and Disability Insurance        
  • Critical Illness and Long Term Care Insurance        
  • Annuities        
  • Retirement Compensation Arrangements (RCA)        
  • Individual Pension Plans (IPP)        
  • Group Benefit Programs

Chris Leslie, CPA, CA - Financial Planning Specialist

As part of our RBC Wealth Management Services team, Chris works with our clients to provide strategies to help reduce taxes, plan for retirement and protect your legacy.

With over 150 highly accredited tax, legal and financial professionals at our disposal, the industry-leading RBC Wealth Management Services team provides the integrated wealth management solutions you would normally only expect to find at a family office acting for Canada's wealthiest families.