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

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Yat-Sze Lo, B.Comm., CPA, CA

Financial Planning Specialist, RBC Wealth Management


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Anna-Marie Lyons, MBA, CFP

Financial Planning Specialist, RBC Wealth Management


High Net Worth Planning Specialists

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Aileen LaBorie, LL.B, TEP

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


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Darren Bank, CPA, CA

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


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Zora Booker, CPA, CGA, MBA

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


Estate Planning Specialists

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

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


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Arne Perrin, B.Comm. (Hons), CFP

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


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Matthew J. Leggett, CLU, CHS, CFP

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


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David Temple, CLU

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Will and Estate Consultants

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Melissa Nagelbach, LL.B

Will & Estate Consultant, RBC Wealth Management


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Grace Lai, BA, LL.B

Will & Estate Consultant, RBC Wealth Management


Private Bankers

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Jamie Ferguson

Private Banker, RBC Royal Bank


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Biljana Manojlovic

Private Banker, RBC Royal Bank


Premier Banking Advisor

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Gail Robertson

Premier Banking Advisor, RBC Royal Bank