Our RBC Partners

Mona-Lisa est comptable professionnelle agréée (CPA, CA) et elle a un baccalauréat en administration des affaires (concentration en comptabilité) de l’Université de Moncton. Elle détient le titre de planificatrice financière décerné par l’Institut québécois de planification financière (IQPF) ainsi que le titre de Certified Financial Planner® décerné par le Financial Planning Standards Council (FPSC). Mona-Lisa a également complété le Cours fondamental d’impôt des Comptables professionnels agréés du Canada.

Avant de se joindre à RBC, Mona-Lisa était chef d’équipe à l’un des grands bureaux d’expert-comptable. Elle se spécialise dans la planification fiscale
et successorale pour les individus fortunés, les corporations ainsi que les gestionnaires propriétaires d’entreprises ayant une situation financière complexe.

Mona-Lisa croit que la planification est essentielle pour aider les gens à atteindre leurs objectifs financiers. En tant que spécialiste en planification financière, son rôle consiste à travailler avec votre conseiller et à l’assister dans l’établissement et la présentation de plans financiers complets pour les clients.

Jason est un membre à part entière de l’équipe qui nous aide à créer, préserver et fructifier le patrimoine de nos clients en ayant recours à des solutions fondées sur l’assurance dans le cadre de leurs plans financiers globaux.

Un spécialiste de la planification successorale, Jason fait appel à des solutions innovatrices et fiscalement avantageuses, en réponse à divers enjeux de la gestion de patrimoine, et il est particulièrement doué pour ce qui est de simplifier leurs complexités. Son approche personnalisée à la planification d’assurance pour les particuliers et les entreprises est de nature à aider nos clients à atteindre leurs objectifs en matière de gestion de patrimoine ainsi qu’aux plans successoral et financier.

Jason a entrepris sa carrière dans l’industrie des services financiers en 1996 et est entré au service de RBC en 2006. Auparavant, il a passé 10 ans chez un chef de file de l’assurance-vie, où il offrait son expertise en solutions d’assurance aux conseillers et à leurs équipes.

Colin holds a Bachelor of Arts degree (Hons.) from the University of New Brunswick, and a Juris Doctor Degree from the University of Ottawa. He is an active member of the Society of Trusts and Estate Practitioners (STEP) and a member in good standing of the Nova Scotia Barristers’ Society.

Following his call to the Bar, Colin worked in private practice primarily in the areas of Wills, estates, trusts and real estate law, along with insurance and personal injury litigation. Colin joined RBC Royal Trust in 2021, working exclusively in the field of Wills, estates and trusts law, before joining Family Office Services as a Will & Estate Consultant.

As a Will & Estate Consultant, Colin would be pleased to work with you and your advisor on your estate planning, to provide comprehensive and practical solutions that meet the client’s individual needs.

Christy obtained a Bachelor of Arts degree (Anthropology) from the University of Waterloo in 2006 and a Bachelor of Laws degree from Dalhousie University in 2009. She was called to the Nova Scotia Bar in 2010.

Following her call to the Bar, Christy was in private practice with a large regional firm and practiced primarily in the areas of Wills, estates and trust law and litigation. Beginning in 2013, she worked exclusively in the area of Will and estate planning with a major trust company. Christy joined RBC Wealth Management in 2018.

Christy is a member of the Society of Trust and Estate Practitioners (STEP) and the Nova Scotia Barristers’ Society.

À titre de première conseillère, Testaments et successions, pour la région del’Atlantique, Angèle LeBlanc adopte à l’égard de la planification successorale une approche qui met l’accent sur la compréhension des besoins uniques de chaque client. Elle collabore avec les clients et leurs conseillers de confiance en vue d’établir un plan successoral global, efficace et sur mesure.

Que les clients envisagent de transférer leur patrimoine à la nouvelle génération ou qu’ils aient des exigences précises, comme protéger un héritier souffrant d’une incapacité, planifier pour une famille recomposée ou bien structurer l’héritage d’un enfant, Mme LeBlanc a les connaissances nécessaires pour fournir de judicieux conseils et présenter diverses options à considérer.

Avant de se joindre à RBC Trust Royal, Mme LeBlanc a exercé en cabinet privé, où elle a offert des solutions spécialisées en planification successorale. Elle a ensuite travaillé dans des sociétés de fiducie, offrant des solutions de succession et de fiducie. Mme LeBlanc est titulaire d’un baccalauréat en droit (LL.B.) de la Dalhousie Law School, et elle a continué d’approfondir ses connaissances et son expertise en obtenant des titres clés de l’industrie, notamment le titre de spécialiste en fiducie et en succession (TEP), et elle est membre de la Society of Trust and Estate Practitioners (STEP Canada).

Son expertise professionnelle et son engagement à offrir des solutions pratiques, en plus de sa capacité à mettre les clients à l’aise, font d’elle une ressource précieuse.

As a Private Banker, Jeremy Moore provides over seven years of expert financial counsel to high-net-worth businesses, families and organizations in the Halifax area.

Mr. Moore acts as a dedicated relationship manager for his clients and their families, who value his discretion and responsiveness, as well as his experience addressing a broad range of wealth, retirement and credit planning needs through all stages of their financial lives. Prior to joining Private Banking, Mr. Moore was an Investment and Retirement Planner with RBC Royal Bank, where he provided comprehensive financial solutions to his clients, collaborating whenever needed to ensure synergy with their investment and tax planning needs. To ensure that his clients receive a high level of financial planning expertise, he has also earned his designation as Certified Financial Planner (CFP).

As part of a tailored suite of Private Banking services, Mr. Moore designs sophisticated banking, personalized short- and long-term wealth plans and flexible credit packages for his clients. Through RBC, he provides a complete range of services – including commercial banking, estate planning, and domestic and international trusts – to meet each client's specific needs.

Mr. Moore is fluent in English and French. Originally from Charlottetown, he holds a Bachelor of Business Administration degree from the University of Prince Edward Island, where he was president of the UPEI Business Society. Outside of the office he spends much of his time coaching and mentoring minor hockey and rugby players.

As your Private Banker, Cathy will gain an understanding of your unique needs and goals in order to deliver wealth management planning tailored to you. She 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.

Cathy has more than 20 years of industry experience. She has deep experience working with high-net-worth families throughout the local community to deliver tailored planning and advice.

Shakir Hector is a Premier Banking advisor who takes the utmost pride in making sure that his select clients of wealth management Canada and their families are well taken care of. As a partner to Investment Advisors and Private bankers throughout Atlantic Canada, his tailored advice approach a long side his personalized service allows clients to easily and efficiently manage their banking needs.

With 4 years of experience in the financial services at RBC, Shakir's advice based approach and client centric commitment allows him to offer the best in class client experience. During those years he has also given back to his community by participating it multiple events such as the Halifax Greek fest and Quinfest. These volunteering opportunities were vital in creating his extensive network within the communities.

Born and raised in the beautiful twin islands of Antigua and Barbuda, Shakir came to Canada in 2011 to study at the Saint Mary's University. With a Bachelor's degree in Science he applies problem solving and critical thinking in his approach to solve the everyday needs of his select clients.

Shakir currently resides in Halifax and spends his free time Hiking, Fishing and connecting with his peers.

En tant que Conseiller, Banque Privée Première pour le marché de la rive sud de Montréal, Vincent Compagnion agit en tant que point de contact unique afin d'offrir des solutions bancaires et de crédit aux clients de RBC Gestion de patrimoine et à leurs familles. En partenariat avec les conseillers en placement de sa région, il offre un service personnalisé et des conseils sur mesure pour aider les clients à gagner du temps et à gérer efficacement leurs besoins bancaires quotidiens.

Avec 14 ans d'expérience dans les services financiers à RBC, Vincent est très respecté par ses clients et ses pairs. Il a démontré sa capacité à donner des conseils judicieux et à exceller dans le service à la clientèle.

Né et a grandi à Montréal, Vincent s'est engagé à redonner à sa communauté et s'est porté bénévole pour le centre de la petite enfance de sa région en partenariat avec les centres d'hébergement longue durée. Il participe aussi aux activités de financement pour la fondation des canadiens pour l'enfance.

Il réside dans la région de Brossard depuis les 12 dernières années avec sa femme et son jeune fils. Il est un grand fan de voyages, se passionne pour le domaine de l'automobile et adore les activités en plein air.

Prashant has assisted high-net-worth and ultra-high-net-worth families with tax, estate and retirement issues since 1992.

His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts.

His expertise includes tax and estate planning for executives, business owners, retirees, sports professionals and individuals with U.S. issues. He also assists individuals facing significant financial events (sale of business, financial windfall, retirement, job loss, moving to Canada, leaving Canada, etc.)

Prior to joining RBC in 1999, Prashant honed his expertise by working as a Canadian and U.S. tax specialist for two of the big four accounting firms in downtown Toronto.

Prashant is a Certified Financial Planner, Associate of the Society of Actuaries and member of both the Society of Trust and Estate Practitioners and Canadian Tax Foundation.