Sustained support

We work hard to make your finances flow seamlessly for you, and that includes collaborating with expert partners across RBC Wealth Management and beyond.

Advisor

Yat-Sze Lo, CPA, CA, CFP

Vice President and Financial Planning Specialist, Family Office Services, RBC Wealth Management


Advisor

Melissa Nagelbach, LL.B

Will & Estate Consultant, Family Office Services, RBC Wealth Management


Advisor

Aileen Battye, LL.B, TEP

Vice President, High Net Worth Planning Services, Family Office Services, RBC Wealth Management


Supporting our clients means many things. Most important is providing a clear understanding of financial matters to bring you peace of mind.

– Alex Ruel, Portfolio Manager & Wealth Advisor