Our Partners

Ensuring you are receiving the best investment advice is a key part of wealth management, but this is only one piece of the puzzle.

 

There are many facets including managing your finances, minimizing taxes, planning for retirement or structuring an estate in a tax-efficient manner are also crucial aspects.  Because these areas are all interconnected, we partner with the following specialists to create a consolidated wealth management strategy that addresses your financial concerns at every stage of life.

 

 

Jung-Hee Kim, MBA, M.Tax

Financial Planning Specialist, RBC Wealth Management


Andrew Sipes, CLU, CFP®

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


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

Vice-President & Will & Estate Consultant, RBC Wealth Management


Jessie Lamont

Regional Trust Advisor, RBC Royal Trust