RBC partners

Mary is a Chartered Professional Accountant (CPA), Chartered Accountant (CA) and a Certified Financial Planner (CFP). She has received her Bachelor of Science from Dalhousie and a Bachelor of Commerce from Saint Mary’s University. Mary has completed and tutored the CICA In-Depth Tax Course.

Prior to joining RBC in 2008, Mary was employed as a Senior Manager, Tax where she specialized in tax planning for individuals and their owner-managed entities. During her career Mary has been employed by two of the large international public accounting firms and has a broad range of experience in mergers and acquisitions, business succession, estate and trust planning and overall tax minimization.

Mary’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans for clients.

As a valuable member of your advisor’s team, Paul can help you create, preserve and increase your wealth by incorporating insurance solutions into your comprehensive financial plan. He is able to provide innovative and tax-efficient solutions to various wealth management issues.

Specializing in working with business owner clients as well as individual high-net-worth clients, he offers customized insurance-based solutions to meet your needs.

Paul has extensive experience in the financial services industry, having begun his career in 1998. Paul has obtained: a bachelor’s degree (B.Sc.) from Dalhousie University and a Master of Business Administration (MBA) degree from St. Mary’s University. He is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Certified Health Specialist (CHS). He is also a member of the Conference for Advanced Life Underwriting (CALU) and Advocis.

Jonah attended the University of Ottawa where he completed a Bachelor of Arts Degree in 2003. He subsequently attended Dalhousie University where he completed his Bachelor of Laws (LL.B.) degree in 2006. Upon completion of his articling position, Jonah practiced law for four years in the areas of tax and estate planning and corporate law where he worked closely with individuals and business owners to implement complex solutions to meet their particular needs.

In 2011, Jonah entered the financial services industry where he has spent his career completing comprehensive estate and financial plans and acting as a resource for high net worth and business owner clients.

Jonah received his CFP designation in 2013 and is a member of FP Canada as well as the Law Society of Ontario.

As a Will & Estate Consultant, Jonah provides comprehensive estate planning services to clients, offering sensible and practical solutions to meet their individual needs..

As your Private Banker, Gary will gain an understanding of your unique needs and goals in order to deliver wealth management planning tailored to you. He will then work with you and your team as well as partner with top experts from across RBC to implement customized solutions, including succession planning and advice on complex structures for you and your family.

Gary’s wealth strategies utilize an unparalleled suite of financial offerings specifically designed for the high net worth client. Gary has over 25 years industry experience and has earned his MBA from Dalhousie University.

Lynne Simmons brings extensive experience to her role as Private Banker, in which she delivers personalized, discrete banking, credit and financial counsel to select clients throughout Halifax, Nova Scotia and St. John's Newfoundland.

As a dedicated wealth planner, Ms. Simmons creates sophisticated banking packages and a full suite of personalized credit solutions for her clients and their families. She then draws on a team of RBC experts who assist with investments, commercial banking, and domestic and international trust products, to create a uniquely personalized banking experience for her clients.

To ensure personalized service and attention to detail, Ms. Simmons works with a limited number of clients and their families. This focused approach, allows her to spend more time simplifying her clients' lives, working when necessary with their other professional advisors to deliver comprehensive, integrated financial solutions.

Ms. Simmons is a Personal Financial Planner (PFP), enabling her to provide seamless advice and financial planning to her clients. She holds a diploma in Management Development from Mount Saint Vincent University and achieved professional certification as a Family Enterprise Advisor (FEA). As a FEA., she advises on concerns specific to family business, ranging from ongoing financial management to succession planning for the next stage of the business lifecycle-and all matters in between.

Ms. Simmons is an active member of the Halifax community, and helps with the Great Big Dig, a major fundraiser in support of the IWK Health Centre. In her spare time, she enjoys running and setting new goals.

As a Premier Banking Advisor for Atlantic Canada, Eliza Wang works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, she provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.

With over 6 years of experience in banking services with RBC, Eliza is respected by her clients, her peers and the industry and has received Top Performance recognition. Eliza is strongly committed to giving back to her community and acts as a Board Member and Vice President for Hong Kong Canada Business Association Atlantic Chapter for over a decade.

Eliza received her MBA from Saint Mary's University. When she away from the office, Eliza enjoys reading, cooking and volunteering at local SPCA. Eliza is fluent in English and Mandarin.