Financial Planning Specialist

Advisor

Mona-Lisa Lavallée, CPA, CA, F.Pl., CFP

Financial Planning Specialist, RBC Family Office Services


Estate Planning Specialist

Advisor

Jason Lewis, BBA

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Will & Estate Specialist

Advisor

Christy Sandles, LL.B, TEP

Vice President and Will & Estate Consultant, RBC Family Office Services


Senior Trust Advisor

Private Bankers

Advisor

Jeremy Moore

Private Banker, RBC Private Banking


Advisor

Cathy Quas

Private Banker, RBC Private Banking


HNW Planning Specialist

Advisor

Prashant Patel, CFP, TEP

Vice-President, High Net Worth Planning Services, RBC Family Office Services


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