- Optimize your business
- Business planning
- Business owners
- Invest for your future
- Investment Solutions
- Custom-Designed Portfolios
- Private Investment Management
- Advisor Account
- Guided Portfolios
- Mutual Funds
- Create your family legacy
- Estate solutions
- Estate planning
- Live well in retirement
- Retirement planning
- Ready for retirement
Doreen has been in the financial services industry since 1988, both as an advisor and as a wealth planning analyst, where she assisted advisors with providing high-quality financial planning services to their high-net-worth clients.
Prior to joining RBC, Doreen provided comprehensive financial planning guidance and advice to executives, business owners, professionals and high net worth families. Doreen assists clients in addressing all areas of their wealth by using a holistic approach to Financial Planning.
Doreen believes that planning is critical to helping people meet their financial objectives. Doreen’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans for clients.
Yours, not ours. It’s your life, your family, your business and your legacy. Annett’s belief – our clients’ success will be our success.
Annett’s natural ability to build trust and earn respect is part of the personal warmth she brings to her work. She believes in treating every client like family. Her compassion and genuine interest in clients provides them with the comfort they need to have deep and meaningful discussions about their personal and financial situation.
For Annett, success is measured by the trust and respect of clients and peers. It is all based on her core purpose of helping people achieve their unique potential. To do that, every day Annett lives her mission: to help individuals and families build and maintain financial confidence on the basis of their wants and needs.
Annett lives in Sudbury, Ontario with her children.
After completing a Master of Arts degree in English at the University of Waterloo, Alessandra obtained a Juris Doctor from the University of Toronto, Faculty of Law in 2000. She was called to the Ontario bar in February of 2002, and commenced her career as a tax lawyer with the Toronto office of a prominent national law firm, completing Levels I and II of the Canadian Institute of Chartered Accountants’ In-Depth Tax Course.
Over her years in private practice, Alessandra served a variety of business clients and their owners ranging from technology start-ups to established manufacturing, property development and retail businesses, advising on tax and estate-planning, including wills and trusts.
Alessandra is now pleased to offer her years of advisory experience to provide Will and Estate Planning services to RBC’s valued clients.
Daryl brings with him more than 25 years’ experience to his role as Estate and Trust Advisor. He serves clients throughout the Manitoba and Saskatchewan market and is located in the Winnipeg Office. With his experience in both management and client relationships, he understands the necessary skill set needed to support the complexities that Estate & Trust Services requires.
A graduate of TAFE – University of Southern Sydney with a Bachelor of Business in Accounting. Daryl has continued to deepen his knowledge with key industry designations including the Personal Financial Planning designation (PFP) and the Accredited Derivative Advisor designation (ADA). Financial Markets and Strategic Investment Management are a passion for Daryl and his willingness to educate and better himself has been key to his success.
As an Estate and Trust Advisor Daryl can discuss estate settlement and administration services, trustee services, trust structures, and other specialized services offered through RBC Estate & Trust Services throughout Canada. He works with individuals, families and businesses who wish to protect their assets and transfer their wealth for generations. Daryl can provide customized solutions to help individuals carry out executor duties and can help to expedite the settlement process and maximize the estate’s value through knowledgeable handling of estate and tax issues.
As a Premier Banking Advisor for Sudbury and Northern Ontario, Francine McLean works as a single point of contact providing banking and credit solutions for select clients of RBC Dominion Securities and their families. Partnering with Investment Advisors across the region, she provides personalized service and tailored advice to help clients save time and efficiently manage their day-to-day banking and credit solutions.
With over 29 years of experience in the financial industry with Royal Bank of Canada, Francine is well respected by both her clients and peers alike. Prior to her current role, Francine held various roles at RBC, giving her a wide scope of knowledge in banking advice. The most noteworthy of these roles is her 14 years of service as a Financial Advisor, for which she received many prestigious recognitions.
Clients appreciate Francine's extensive experience and efficiency as a banking and advisory professional. She also has the ability to service clients in English or French as she is fluent in both languages.
Born in Elliot Lake and raised in Spanish, Ontario, Francine moved to Sudbury, where she now lives with her husband & children. Committed to giving back to her community, Francine loves volunteering regularly, as well as playing volleyball and refereeing hockey.