Financial Planning Specialist
Mary Ellen Isenor, CPA, CA, CFP®
Vice-President & Financial Planning Specialist, RBC Wealth Management
Mary is a Chartered Professional Accountant (CPA), Chartered Accountant (CA) and a Certified Financial Planner (CFP). She has received her Bachelor of Science from Dalhousie and a Bachelor of Commerce from Saint Mary’s University. Mary has completed and tutored the CICA In-Depth Tax Course.
Prior to joining RBC in 2008, Mary was employed as a Senior Manager, Tax where she specialized in tax planning for individuals and their owner-managed entities. During her career Mary has been employed by two of the large international public accounting firms and has a broad range of experience in mergers and acquisitions, business succession, estate and trust planning and overall tax minimization.
Mary’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans for clients.
Estate Planning Specialist
Paul DeJager, CLU, CHS, B.Sc., MBA, CFP®
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
As a valuable member of your advisor’s team, Paul can help you create, preserve and increase your wealth by incorporating insurance solutions into your comprehensive financial plan. He is able to provide innovative and tax-efficient solutions to various wealth management issues.
Specializing in working with business owner clients as well as individual high-net-worth clients, he offers customized insurance-based solutions to meet your needs.
Paul has extensive experience in the financial services industry, having begun his career in 1998. Paul has obtained: a bachelor’s degree (B.Sc.) from Dalhousie University and a Master of Business Administration (MBA) degree from St. Mary’s University. He is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Certified Health Specialist (CHS). He is also a member of the Conference for Advanced Life Underwriting (CALU) and Advocis.
Will & Estate Consultant
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.
Will & Estate Specialist
As a Regional Trust Advisor, Claudia Morrison serves clients throughout the Northeastern Ontario and Atlantic regions and is located in the Ottawa office. Claudia provides strong organizational and relationship-building skills to deliver comprehensive estate and trust solutions for executors, trustees and beneficiaries. Clients appreciate her ability to explain complex concepts of estate and trust administration in terms that they can relate to and with sensitivity.
A graduate of Carleton University with a Bachelor of Arts Honours degree, Claudia has continued to deepen her knowledge and expertise with key industry designations such as the Personal Financial Planner (PFP) and Chartered Investment Manager (CIM) designations. She has also completed the Canadian Securities Course.
Claudia has held various roles in banking, investment counselling and estate and trust administration that provide her with a unique depth of understanding around integrated solutions to meet client needs. With more than 20 years of financial services experience, Claudia brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. Claudia understands that no two clients are the same and so together with her RBC Royal Trust partners, she can find the solution that’s right for you.
Lynne Simmons brings extensive experience to her role as Private Banker, in which she delivers personalized, discrete banking, credit and financial counsel to select clients throughout Halifax, Nova Scotia and St. John's Newfoundland.
As a dedicated wealth planner, Ms. Simmons creates sophisticated banking packages and a full suite of personalized credit solutions for her clients and their families. She then draws on a team of RBC experts who assist with investments, commercial banking, and domestic and international trust products, to create a uniquely personalized banking experience for her clients.
To ensure personalized service and attention to detail, Ms. Simmons works with a limited number of clients and their families. This focused approach, allows her to spend more time simplifying her clients' lives, working when necessary with their other professional advisors to deliver comprehensive, integrated financial solutions.
Ms. Simmons is a Personal Financial Planner (PFP), enabling her to provide seamless advice and financial planning to her clients. She holds a diploma in Management Development from Mount Saint Vincent University and achieved professional certification as a Family Enterprise Advisor (FEA). As a FEA., she advises on concerns specific to family business, ranging from ongoing financial management to succession planning for the next stage of the business lifecycle-and all matters in between.
Ms. Simmons is an active member of the Halifax community, and helps with the Great Big Dig, a major fundraiser in support of the IWK Health Centre. In her spare time, she enjoys running and setting new goals.
As your Private Banker, Gary will gain an understanding of your unique needs and goals in order to deliver wealth management planning tailored to you. He 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.
Gary’s wealth strategies utilize an unparalleled suite of financial offerings specifically designed for the high net worth client. Gary has over 25 years industry experience and has earned his MBA from Dalhousie University.