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.
As a Premier Banking Advisor, Nancy Sirkka provides banking and credit solutions to select high net worth individuals and their families. Partnering with Investment Advisors in Sudbury and Northern Ontario to provide personalized service and tailored advice, to help clients efficiently and effectively manage their day-to day banking needs.
With over 30 years in the financial industry with RBC, Nancy is well respected by both her clients and peers alike. Prior to her current role, Nancy held various roles at RBC, giving her a wide scope of knowledge in banking advice. She draws on 20 years of experience within RBC as a Banking Advisor and Financial Advisor in retail banking which she received several awards and designations.
Nancy is very focused on delivering the ultimate client experience for her clients and building long term valued relationships.
Nancy was born and raised in Sudbury where she now lives with her two daughters. She volunteers for several activities and for different foundations in partnership with RBC.
As a Private Banker with RBC Wealth Management, Breanne provides comprehensive wealth management and financing strategies to high-net-worth individuals, business owners, professionals and their families.
Breanne has over 10 years of experience in financial services, in various roles related to Wealth Management, Financial Planning, and Personal and Business banking and lending. She has a deep understanding of complex client needs and business acumen, and expertise in the successful integration of various financial services into a customer-centric strategy. She draws on her extensive experience to advise on a number of issues that affect clients, including day-to-day banking, lending and wealth management. As needed, she partners with talented specialists from across RBC to provide a complete range of complimentary services, including financial planning, estate and tax planning, business owner planning and investment management.
To ensure personalized service and attention to detail, Breanne and her team work with a relatively small number of clients. This approach helps the team simplify their client's lives, while delivering responsive integrated financial solutions.
Breanne is an avid motorcyclist and artist, and enjoys a variety of outdoor activities with her husband, step-son and two dogs.
Breanne holds a Certified Financial Planner (CFP®) designation, Mutual Funds License, MSc in Mathematics from Wilfrid Laurier University, and BSc in Mathematics and Fine Arts and BEd from Nipissing University
Mouyleng (Mou) Ly is a Chartered Accountant and a Certified Financial Planner. Mou obtained her Bachelor of Commerce degree from the University of Ottawa. She has completed the CICA In-Depth Tax course and is a member of The Society of Trust & Estate Practitioners (Canada) and the Canadian Tax Foundation.
Prior to joining RBC in 2011, Mou provided professional services to individuals and their owner-managed entities, specializing in personal and corporate tax, estate and financial planning.
Mou’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.
As a Senior Trust Advisor, Susan Macdonald serves clients throughout Western Ontario and is located in the Hamilton office. With a career focused on client relationships, she is dedicated to her clients and provides a personalized service tailored to their specific needs. She provides a wealth of knowledge relating to trusts and their administration. Susan has continued to deepen her knowledge and expertise with key industry designations such as Member, Trust Institute (MTI) and Trust and Estate Practitioner (TEP) designations.
Susan works with individuals, families and businesses to provide customized estate, trust and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a power of attorney, Susan can help.
With more than 20 years of industry experience, Susan brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. Susan understands that no two clients are the same and so together with her RBC Royal Trust partners she can find the solution that’s right for you.
As a Will & Estate Consultant, Sara Bond provides comprehensive estate planning services which includes providing clients with an efficient estate plan.
Following her call to the Bar, Sara has worked for major trust companies working in a variety of roles involving estate administration and estate planning. Prior to joining RBC, Sara’s last role was Senior Advisor- Planning and Advisory Services, where she advised clients on a variety of wills, trusts, estate planning matters.
Sara obtained a Joint Honors Bachelor degree from York University, and graduated with a Bachelor of Laws from the University of Sussex, U.K. Sara has also completed a Master of Laws in taxation, from Osgoode Hall Law School, York University.
Sara is a member in good standing with the Law Society of Ontario, and is a member of the Ontario Bar Association, Trusts & Estates Law section.
Connie obtained a Bachelor of Arts degree from the University of Toronto and a Bachelor of Laws degree from Osgoode Hall Law School. She was called to the Bar of Ontario in 1994.
Prior to joining RBC in 2012, Connie practised law for 18 years. As a partner in a mid-sized full-service law firm, her practice was varied and covered the areas of corporate/commercial law, real estate, and Wills, trusts and estates law. In that role, Connie advised her owner-manager clients on a broad range of business and personal needs, from purchases and sales of businesses, to shareholder agreements and corporate reorganizations, to Will and estate planning.
For many years Connie taught the Business Law section of the Bar Admissions Course and was involved with preparing the licensing exams for Ontario lawyers. Throughout her career, Connie has been involved in her broader community, serving on many non-profit boards as well as providing pro bono legal services.
It's yours. It is your life, your family, your business, your legacy. With that in mind, Annett's core belief is to "Appreciate the little things in life." This allows her to connect to what matters most for each client and their unique situation.
Collaborating with client's trusted advisors, Annett works with affluent families, professionals and business owners to implement tax efficient strategies that help to achieve their wealth management objectives. Her ability to simplify the complexity of these solutions bring clients understanding and peace of mind that the recommendations will help them achieve their goals.
For over 20 years, Annett has specialized in estate planning within the financial industry, where her reputation of working relentlessly and endlessly on behalf of clients has made her a sought after advisor. Her natural ability to build trust and earn respect is part of the personal warmth she brings to her work. After all, it is your life, your family, your business, your legacy.