Our Extended Wealth Management Specialists Team

We provide access to our extended team of specialists who are expert in many areas of Wealth Management Services including Will & Estate Planning, Financial Planning, Business Owner Planning, Trust & Estate Planning, Philanthropic Planning and Private Banking. 

In addition, we provide access to our extended network of professionals such as lawyers and accountants to help ensure that the various issues related to the management of your wealth are properly addressed. Where you have existing relationships with professionals in these areas, we would be pleased to work together your professionals to coordinate our efforts on your behalf.

Will and Estate Planning

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Grace Lai, BA, LL.B

Will & Estate Consultant, RBC Wealth Management


Financial Planning

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Eugene Dautzenberg, CPA, CA

Financial Planning Specialist, RBC Wealth Management


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Yat-Sze Lo, B.Comm., CPA, CA

Financial Planning Specialist, RBC Wealth Management


Business Owner Planning

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Aileen LaBorie, LL.B, TEP

Vice-President & Business Owner Specialist, RBC Wealth Management


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Darren Bank, CPA, CA

Vice-President & Business Owner Specialist, RBC Wealth Management


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Zora Booker, CPA, CGA, MBA

Vice-President & Business Owner Specialist, RBC Wealth Management


Estate Planning Specialist

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Matthew J. Leggett, CLU, CHS, CFP

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Estate and Trust Services

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Catharine Turner, CFP, FMA, TEP

Senior Trust Advisor, Royal Trust Corporation of Canada


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Patrick (Rick) Montens, TEP

Will and Estate Advisor, Royal Trust Corporation of Canada


Premier Banking

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Min Hui Pak

Premier Banking Advisor, RBC Royal Bank