RBC Partners

Mona-Lisa is a Chartered Professional Accountant (CPA, CA) and has a Bachelor in Business Administration (Major in Accounting) from Université de Moncton. Mona-Lisa has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course. She also holds the Financial Planner designation from the Quebec Institute of Financial Planners (IQPF) and the Certified Financial Planner® designation from the Financial Planning Standards Council (FPSC).

Prior to joining RBC, Mona-Lisa was employed as a Tax Manager at one of the world’s leading accounting firms. She specialized in providing personal, corporate, and estate planning services to high-net-worth individuals and their owner-managed entities.

Mona-Lisa believes that planning is critical to helping people meet their financial goals. Mona-Lisa’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.

Jason is an integral member of the team, helping to create, preserve and increase wealth by incorporating insurance-based solutions within comprehensive financial plans.

Specializing in estate planning, Jason applies innovative and tax-efficient solutions to a variety of wealth management issues and is skilled at simplifying their complexities. His individualized approach to personal and corporate insurance planning helps clients achieve their wealth management objectives and reach their estate and financial goals.

Beginning his financial services career in 1996, Jason joined RBC in 2006. Beforehand, he spent 10 years with a leading life insurer, focused on providing insurance solutions expertise to advisors and their teams.

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.

As Private Banker in Halifax, Tim Hilton provides expert financial counsel to a select group of high-net-worth clients and their families throughout Atlantic Canada.

Mr. Hilton works closely with his clients to complete an initial deep discovery to uncover clients’ financial needs and to apply tailored solutions that simplify and streamline the management of the family’s wealth. As needed, Mr. Hilton can bring in a full range of RBC and external specialists who can create detailed wealth management plans for investment, estate, business succession, tax or charitable giving needs. Tim also provides a sophisticated suite of credit tools that can support his clients’ current lending needs, in turn helping them grow their wealth.

Because he works with a relatively small number of clients, Mr. Hilton and his team can provide the level of attention his clients require so they can focus on other aspects of their lives. Clients value his discretion in advising them through all stages of their finances, as well as his significant expertise gained through years of industry experience as well as a Commerce degree from Mount Allison University and an MBA from Saint Mary’s University. Mr. Hilton has also achieved his Chartered Professional Accountant (CPA) designation, Certified Management Accounting (CMA) designation and his Personal Financial Planning (PFP) designation.

When he isn’t travelling, Mr. Hilton is an active member of his community, volunteering his time with many organizations. A busy husband and father to four young children, Mr. Hilton spends his time outside of the office chauffeuring his children to soccer, hockey, piano and downhill skiing. If he gets the chance he also enjoys football and being active.

As a Senior Will and Estate Advisor for the Atlantic Region, Angèle LeBlanc brings an approach to estate planning that centers on understanding and addressing the unique situation of each client. She works collaboratively with clients and their trusted advisors to help craft a comprehensive, effective and tailored estate plan that meets their individual needs.

Whether clients are taking their first steps towards wealth transition to the next generation or if they have specific requirements—such as protecting a disabled heir, planning for blended families, or ensuring a child’s inheritance is properly structured—Angèle has the knowledge to provide sound guidance and various options for consideration in their plan.

Prior to joining RBC Royal Trust, Angèle worked in private practice where she focused on estate planning, and then transitioned to trust companies where she focused on estates and trusts. She is a graduate of Dalhousie Law School with a Bachelor of Laws (LL.B.), and has continued to deepen her knowledge and expertise with key industry designations, such as the Trust and Estate Practitioner (TEP) designation and is an active participant of the Society of Trust and Estate Practitioners

(STEP Canada).

The combination of her professional experience and commitment to providing practical guidance, in addition to her ability to put clients at ease, makes Angèle an invaluable resource for both clients and their financial advisors.