Our Extended Wealth Management Team

Our Team of specialists at RBC Wealth Management provide dedicated advice and service to help us integrate all components of your wealth into a coordinated plan.

Financial Planning Specialist


Mona-Lisa Lavallée, CPA, CA

Financial Planning Specialist, RBC Wealth Management Canada

Will & Estate Consultant


Christy Sandles, LL.B, TEP

Will & Estate Consultant, RBC Wealth Management

Estate Planning Specialist


Jason Lewis, BBA

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.

Estate & Trust Advisor


Claudia Morrison, PFP, CIM

Regional Trust Advisor, RBC Royal Trust

Premier Banking Advisor


Jordan Clements-Bastarache

Premier Banking Advisor, RBC Royal Bank