Preferred access to our network


We’re well-equipped to deal with the most complex wealth management needs, and work collaboratively with our carefully-cultivated network of wealth management planning professionals, lawyers, accountants, consultants, investors, and more, when required.

Advisor

Prashant Patel, CFP, TEP

Vice-President, High Net Worth Planning Services, RBC Family Office Services


Advisor

Mouyleng (Mou) Ly, CPA, CA, TEP

Financial Planning Specialist, RBC Wealth Management Canada


Advisor

Andrew Sipes, CLU

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Barrington Grey, CFP, CLU, FEA

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Ariel-Charles Guigui, B. Admin, LL.B, TEP

Vice-President & Will & Estate Consultant, RBC Family Office Services


Working collaboratively to arrive at the best solutions

For nearly 25 years, we’ve helped solve increasingly sophisticated problems for some of the most successful individuals, foundations, families, and businesses in Canada. If you, or someone you know, can benefit from our disciplined approach to wealth management, we invite you to contact us.