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.