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

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

Financial Planning Specialist, RBC Wealth Management


Anna-Marie Lyons, MBA, CFP®

Financial Planning Specialist, RBC Wealth Management


High Net Worth Planning Specialists

Aileen Battye, LL.B, TEP

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


Darren Bank, CPA, CA

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


Zora Booker, CPA, CGA, MBA

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


Estate Planning Specialists

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

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


Arne Perrin, B.Comm. (Hons), CFP®

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


Matthew J. Leggett, CLU, CHS, CFP®

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


David Temple, CLU

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Will and Estate Consultants

Melissa Nagelbach, LL.B

Will & Estate Consultant, RBC Wealth Management


Grace Lai, BA, LL.B

Will & Estate Consultant, RBC Wealth Management


Private Bankers

Jamie Ferguson

Private Banker, RBC Royal Bank


Biljana Manojlovic

Private Banker, RBC Royal Bank


Premier Banking Advisor

Winnie Liu

Premier Banking Advisor, RBC Royal Bank