Michael Stinson

Senior Investment & Wealth Advisor


Zhuoya (Cece) Zhang

Associate Advisor


Sonal Sehgal

Administrative Assistant



Core purpose – Why we do what we do. Why we exist.

For the excitement of working face-to-face with clients and organizing every detail of their financial affairs.

Vision – Where we are going, and how we’ll know we’re there

To be the financial advisor synonymous with Yonge and St Clair by 2025.

Mission – What we do every day to get there

We’re our client’s biggest fans, lavishing them with support so thorough, we hope they’ll feel the same way about us.

Position – How we are different

A wealth of care.

Character – our voice; how we act and look

The most honest person you’ll ever meet, period

Well-balanced in work, family life and investment style

Always, always planning and organizing

Totally hands-on

Extremely thorough

Completely genuine


A team approach to professional wealth management

The RBC Wealth Management Services team works closely with us to provide strategies to help reduce your taxes, plan for your retirement and protect your legacy.

With over 250 highly accredited tax, legal and financial professionals, the industry-leading RBC Wealth Management Services team helps us provide the integrated wealth management solutions you would normally only expect to find at a family office acting for Canada's wealthiest families.

From comprehensive financial plans to guidance on complex tax and legal issues, this team of highly skilled specialists helps your Investment Advisors create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors.

The team’s areas of expertise include:

  • Retirement planning: Helping you meet your retirement income goals and maximize your after-tax retirement income
  • Financial planning: Creating a comprehensive strategy to help you stay on track to meeting your financial and life goals
  • Taxation: Implementing strategies to help reduce your family’s tax burden
  • Business ownership planning: Helping you effectively transition from your business while reducing taxes and maximizing retirement assets
  • Estate and trusts: Efficiently transferring your wealth to the next generation
  • Insurance solutions: Providing financial security, tax reduction, enhanced retirement income and legacy protection
  • Charitable giving: Helping you maximize your charitable legacy

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