Our Extended Team

"I'm here to get to know you and learn what matters most."

For Colin, it's not about focusing on money but rather on making it work the way you want. It's about seeing your family and business properly protected. It's knowing that he is there to help alleviate stress related to financial worry. 

Colin is driven to provide the best financial advice that aligns with your wealth goals and objectives. A firm believer that there is a need to keep conversations fluid and ongoing ensures he provides you with estate planning advice and insurance-based solutions that address your needs.

Married with 2 daughters and busy chasing after 2 dogs, Colin's happiest being with those he loves. His Prairie upbringing instilled the value of family and to be grateful for life's simple things. "I'm here. I want to help others and I'm always willing to do more."

As a Premier Advisor with RBC Wealth Management Private Banking, Jonathan Hallamore provides personal service and tailored advice to help high-net-worth clients save time and effectively manage their day-to-day banking needs.

Working as a single point of contact, Jonathan accesses and collaborates with specialists from across RBC to provide a complete, seamless range of complementary services to support the individual short and long term goals of our Wealth Management clients in the South Saskatchewan area.

Jonathan draws on 8 years of experience within RBC, where he has had the opportunity to engage in several aspects of our Wealth Management growth strategy, helping drive RBC’s direction for the future and foster long-term client relationships across multiple channels within our communities. He focuses on delivering an exceptional advice experience for high-net-worth households working directly with our Wealth Management partners.

Prior to joining RBC, Jonathan worked for Arbuthnot Latham, a small private bank in the City of London, and holds his Mutual Funds License.

Away from the office, Jonathan is active in giving back to his community, he volunteers at the Regina Marathon Canoe Club assisting novice paddlers on the New Canadian Paddling programs.

As a Premier Banking Advisor for the Greater Saskatoon Region, Rhea Hartl works as a single point of contact, creating elevated value and personalized care with day to day banking and credit solutions for select high net worth

 ndividuals.

Rhea partners with Wealth Management Investment Advisors and Counsellors across the region, providing tailored advice to efficiently manage clients day-to-day banking needs.

She has worked in the financial industry for 22 years and brings her passion, insight and specialized approach to create an elevated service experience ensuring wealth management clients day to day banking needs are being met.

Prior to her current position, she worked as a Financial Advisor for 16 years, with a focus on relationship management and implementing credit and lending solutions for high-net-worth clients.

She is committed to giving back to her community, as she volunteers with Foundations Learning to help coach the Financial Literacy courses regarding accounts, credit, investing, budgeting and consumerism. She enjoys all sports especially football, soccer, curling and loves getting the opportunity to travel to see other cultures.

As a Will & Estate Consultant, Jessica is committed to providing comprehensive estate planning services to clients.

Jessica obtained her undergraduate degree in Human Justice from the University of Regina with distinction and her law degree from the University of Saskatchewan with distinction. She was called to the Saskatchewan Bar in

2018. Jessica is a member of the Law Society of Saskatchewan and is the vice-chair of the Canadian Bar Association, Wills, Estate, and Elder Law Section for Saskatchewan.

Prior to joining RBC, Jessica practiced in the areas of Wills, estates, trusts, elder law, family law and real estate at a mid-size private firm in Regina. Her primary focus was in estate and incapacity planning, including preparation of Wills, Power of Attorneys and Health Care Directives. In addition to her estate planning practice, Jessica prepared applications to the court for letters probate and letters of administration for complex estates and advised executors, trustees and beneficiaries on estate and trust administration issues.

Jessica would be pleased to work with you and your advisor to review your estate plan, to efficiently achieve your estate planning and succession goals.

Audrey Miller is a registered Social Worker with over 30 years of experience counselling individuals and families on health and rehabilitation. She is the founder and Managing Director of Elder Caring Inc. a consulting firm that provides direct care management services to seniors, their caregivers and families. 

In addition to her consultation services, Audrey is a trusted advisor educating professionals in the legal and financial communities about ageing issues and the needs of caregivers. She is the author of hundreds of articles and blogs and shares her expertise on her website www.eldercaring.ca. She also has several videos available on the eCaring Channel. 

About Elder Caring Inc. 

Elder Caring Inc. is a national care management company established by Audrey Miller in 2004 with a mission to help improve the living situation of older Canadians and make recommendations about living well, at home or in assisted living settings. Elder Caring Inc. is comprised of a team of experts in Social Work, Occupational Therapy and other allied health professions with years of experience providing care management while working with the disabled, older adults, their families and caregivers. Understanding that access to elder care services can reduce stress and improve the well-being of older individuals, the consultants at Elder Caring Inc. help families navigate the health care system, assess and access resources and in some cases, act as an advocate for the individual. 

The Wellness Binder™

Audrey is well-known for her Wellness Binder™ which the Financial Post deemed “A Planning Tool With A Difference”. This binder catalogues health, personal and caring information and serves as a reference for caregivers who may need to make decisions on behalf of someone who is vulnerable or incapacitated. 

Tim has been working in the financial services industry since 1992 both as an advisor and financial planning specialist, where he assisted advisors with providing high-quality financial planning services to their high-net-worth clients.

Prior to joining RBC, he was a Financial Advisor offering investment and insurance solutions while providing comprehensive financial planning guidance and advice to successful executives, farmers, business owners, professionals and other high net worth individuals. Tim’s extensive expertise and experience helps clients address all areas of financial planning.

Tim is a Chartered Professional Accountant (CPA) and was awarded a Fellowship designation in 2012 by CGA Canada. He is also a Certified Financial Planner (CFP) and Chartered Life Underwriter — CLU (a wealth transfer and estate planning designation).

Pastor has 20 years of experience in the financial services industry. He holds the Certified Financial Planner designation from FP Canada.

Prior to joining RBC Family Office Services, Pastor worked as an investment advisor at RBC Dominion Securities. His experience includes providing clients with comprehensive financial planning for business planning, investment

management, retirement income planning, and estate planning.

In his current role as a Financial Planning Consultant, Pastor will work with you and support your advisor in preparing and presenting comprehensive financial projections.

Customized wealth planning for your financial future

At RBC, we recognize that with greater financial resources comes greater financial complexity. Wealth planning is an essential part of keeping your finances on track and working towards your goals. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer a customized plan delivering a holistic view of your evolving wealth management needs and track progress towards meeting your future financial goals. Personally prepared by Pastor

Ochoa, a Financial Planning Consultant, your customized plan will provide a complete view of your goals, priorities, and solutions – developing valuable insights into how to reach short- and long-term goals. Your plan will consider such strategies to reduce taxes, ensure your retirement lifestyle, and protect your financial security. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis.