Financial Planning Specialist


Albert Schoeley, CPA, CA, MAcc

Financial Planning Specialist, RBC Wealth Management Canada

Will & Estate Specialist


Mary Metel, LL.B

Will & Estate Consultant, RBC Wealth Management

 Lynn Prudom

 Estate Planning Specialist

 The power of what we do.

 “Estate planning is a sensitive subject. So I practice at being the best listener I can be. I make every effort to ensure that people are educated on the risks to their life savings should something unexpected happen, and then show them how they can overcome those situations in a comprehensive way.”
Lynn does what she does because she has witnessed, first hand, the power of properly structured estate planning solutions that ensures one’s legacy and changes the lives of others.

With RBC since 1996, Lynn joined Estate Planning Specialist, Rick Squires in 2009. Together, they work to support and educate advisors and their clients on the importance of wealth management based solutions. Leveraging over 35 years of experience, they have a deep ability to understand and implement strategies for most every estate planning need.

Business Owner Specialist


Murray Shapiro, BA, LL.B, TEP

Vice-President & Business Owner Specialist, RBC Wealth Management

Estate & Trusts Specialist


Susan Macdonald, TEP, MTI

Senior Trust Advisor, RBC Royal Trust

Banking Advisor

 Carly Rouffer

 Mobile Banking Advisor

 Carly joined RBC Royal Bank in 2005.

Carly has 24 years of experience in the financial industry. She is a graduate of the University of Windsor and brings a wealth of knowledge and a high level financial service experience to her role as an accredited Financial Advisor. Carly is also a licensed representative of the Canadian Securities Institute. She holds designations in Personal Financial Service Advice, Investment Funds in Canada and is also accredited in Branch Compliance.

Carly has spent several years in client-facing roles dealing with high net worth clients in retail banking and small business. Her primary focus is to build client relationships and maintain high standards of client service and value added advice.

She provides insight and feedback to her clients regarding their financial goals and any challenges or obstacles they may be facing in each unique situation. Carly ensures seamless and personalized attention to each client’s day to day banking, investment, credit, mortgage and home equity needs.

She is our mobile banker at Dominion Securities and has the capability to meet clients at their preferred location. She can review your existing banking and offer advice to save you time and money and set up solutions that will help you meet your goals.

Stephen Wilson

Mortgage Specialist