To complement the wealth management advice and expertise provided by your Investment Advisor, we are pleased to extend the services of our banking partners. Depending on your needs, you may wish to engage private banking and/or business banking specialists.

To arrange a discussion with these or any additional partners, please contact us or your Investment Advisor today.


RBC Royal Bank of Canada

  • John Lever, Regional Vice President, Halton South

  • Jamie Clinch, Regional Vice President, Halton North

John and Jamie are the Regional Vice Presidents of RBC Royal Bank in the Halton area. Through their teams located at convenient RBC Royal Bank branches throughout the area, they can assist with all of your financial needs.

RBC Commercial Banking

  • Greg Belanger, Vice President, Commercial Banking, Halton South

  • Peter Guth, Vice President, Commercial Banking, Halton North

Greg and Peter are the Vice Presidents of Commercial Banking in the Halton market. Through their respective teams, they provide flexible and innovative financing products, in addition to trade and cash management solutions to meet your business needs.

RBC Private Banking

  • Michelle Duke, Regional Vice President, Private Banking, Ontario South West

Michelle's team of Private Bankers offers sophisticated banking and high-end credit solutions to meet the needs of high-net-worth clients. In addition to comprehensive, integrated banking packages, she and her team provide short-and long-term lending vehicles to help you create personal equity in your company, acquire or diversify investment holdings, purchase real estate, provide financial assistance for family members or consolidate your existing lending.

Leadership Team for Halton South