Our Wealth Management Consultant Team

Advisor

Darren Bank, CPA, CA, TEP

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


Advisor

Zora Booker, CPA, CGA, MBA, TEP

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


Advisor

Sara M. Johnson, ESQ, Ph.D., TEP, CFP, LL.M. (US Law), JD

Vice President, High Net Worth Planning Services International Estate, Art and Digital Legacy Planning, RBC Family Office Services


Private Banking

Advisor

Phuong Nguyen

Private Banker, RBC Private Banking


RBC Royal Trust

Advisor

Patrick (Rick) Montens, TEP

Will and Estate Advisor, RBC Royal Trust


Financial Planning

Advisor

Jennifer Lu, CPA, CA

Financial Planning Specialist, RBC Family Office Services


Advisor

Yat-Sze Lo, CPA, CA, CFP

Vice President and Financial Planning Specialist, RBC Family Office Services


Advisor

Eugene Dautzenberg, CPA, CA, CFP

Financial Planning Specialist, RBC Family Office Services


Estate Planning

Advisor

Sean Murray, MBA, CPA, CMA, TEP

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Will & Estate

Advisor

Melissa Nagelbach, LL.B

Will & Estate Consultant, RBC Family Office Services


Advisor

Edward T. Ngo, BA, LL.B, LL.M

Will & Estate Consultant, RBC Family Office Services


Advisor

Nicole Todosichuk, B.Comm., LL.B, TEP

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