Supporting your Investment Advisor is our team of dedicated Wealth Management experts. Our subject-experts work closely with you and your advisor to provide a boutique of customized services.

Learn more about our financial planners, Will and estate lawyers, insurance consultants and high-net-worth tax experts who can help you build a customized plan to achieve your goals. Or contact your Investment Advisor to arrange a consultation.

Financial Planning Specialists

Advisor

Yat-Sze Lo, CPA, CA, CFP

Vice President and Financial Planning Specialist, RBC Wealth Management


High Net Worth Planning Specialists

Advisor

Aileen Battye, LL.B, TEP

Vice President, Philanthropic Advisory Specialist, RBC Wealth Management Services


Advisor

Darren Bank, CPA, CA

Vice-President, High Net Worth Planning Services, RBC Wealth Management


Advisor

Zora Booker, CPA, CGA, MBA

Vice-President, High Net Worth Planning Services, RBC Wealth Management


Estate Planning Specialists

Advisor

Sean Murray, MBA, CPA, CMA, CPA (DE), TEP

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


Advisor

Arne Perrin, B.Comm. (Hons), CFP®

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


Advisor

Matthew J. Leggett, CFP®, CLU, CHS

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

David Temple, CLU

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Will and Estate Consultants

Advisor

Melissa Nagelbach, LL.B

Will & Estate Consultant, RBC Wealth Management


Advisor

Grace Lai, BA, LL.B

Will & Estate Consultant, RBC Wealth Management


Private Bankers

Advisor

Jamie Ferguson

Private Banker, RBC Private Banking


Advisor

Biljana Manojlovic

Private Banker, RBC Private Banking


Premier Banking Advisor

Advisor

Winnie Liu

Premier Banking Advisor, RBC Royal Bank