Nancy Lee brings more than 25 years of experience in the financial services industry to her role as Private Banker. She provides comprehensive financial management for private clients and their families throughout the Greater Toronto area.
Her diverse career, which includes experience in both personal and commercial banking as well as investment management and financial planning, has provided Ms. Lee with the ability to serve her clients through all stages of their financial lives. Working with a relatively small client base allows her to act as a true financial partner, and she provides in-depth financial advice to senior executives, business owners and their families, consulting with their legal, tax and insurance advisors when appropriate.
Ms. Lee designs sophisticated banking, investment and flexible short- and long-term credit solutions for her clients. Through RBC she works with a team of specialists in Canada and in key markets worldwide to provide a complete range of services – including investments, business banking, Will and estate planning and domestic and international trusts – to meet each client's specific needs.
Committed to continuous learning, Ms. Lee is a Certified Financial Planner and is currently working toward her Chartered Financial Analyst designation. She has earned an Economics degree from the University of Guelph and an Executive MBA from Athabasca University.
Ms. Lee is an active member of her community, and volunteers with the Canadian Cancer Society, the Juvenile Diabetes Association, the Heart and Stroke Association and CESO Aboriginal Services. She spends much of her spare time with friends and family and enjoys the outdoors, travelling, hiking, biking and skiing.
As a Premier Banking Advisor, Jorge Avalos Romo provides banking and credit solutions to select high net worth individuals and their families. Acting as a single point of contact, he partners with Investment Advisors and Counsellors across the Etobicoke, Mississauga and Brampton regions, and provides personalized service and tailored advice to efficiently and effectively manage their day-to-day banking needs.
With 10 years of experience in financial services with RBC, Jorge is respected by his clients and industry peers, and has received numerous awards and recognition.
Jorge is committed to giving back to his community and has volunteered for various organizations such as: Toronto Youth Development, PARC Edmond Place and Ernestine's Women's Shelter.
Born in Guadalajara, Mexico, he moved to Canada in 2008. Jorge holds a Bachelor of Business Administration from the University of Michoacan San Nicolas de Hildalgo.
He currently resides in the Toronto with his wife and four children and when he isn't hard at work for his clients, you'll find him spending time with his family and enjoying his pastime sport of swimming.
As a Premier Banking Adviser with RBC Wealth Management, Alka provides comprehensive wealth management and financing strategies to high-net worth business owners, executives, professionals and their families.
Based in Mississauga/Etobicoke Alka works with a select number of clients to address their banking, credit and wealth management needs by providing tailored seamless solutions. When necessary, she can access specialists from across RBC to collaboratively provide a complete range of complementary services such as; investment management, estate/legacy planning, trust services and credit and leverage strategies.
With over 30 years of experience at RBC, Alka is greatly respected by her clients and appreciated by her peers as a great mentor. For the last 12 years, she has been a Financial Advisor in Retail Banking. She holds a Personal Financial Planner (PFP) certification and has also worked at as Branch Compliance Officer (BCO) to uphold the rules and regulations of the Financial Industry Standards in retail banking.
Alka grew up in Calgary, Alberta but has been settled with her husband and two children in GTA for the past 36 years. In her leisure time, she enjoys exploring nature trails with her family and dog, practicing yoga and gardening.