Adam Lamb, B.Mgmt., CIM, FCSI

Investment Advisor

403-341-7222 | Email me

Adam was born and raised in Red Deer and holds his Bachelor's degree in Management from the University of Lethbridge. Adam also has completed his Chartered Investment Manager designation and is a Fellow of the Canadian Securities Institution. He has been providing clients with financial advice for over 10 years with RBC. He is married and he and his wife have a daughter. He enjoys curling, golf, waterskiing and has his Rescue Scuba Diver certification.

Lisa Rose

Administrative Assistant

403-340-7208 | Email me

Lisa joined RBC Dominion Securities team in 2017 after spending the past 3 years with the Royal Bank in Sylvan Lake. Lisa has a wealth of knowledge in the financial industry and is dedicated to building meaningful relationships with our clients while providing exceptional customer service. Lisa is dedicated to delivering timely information and answers to your questions and requests. Lisa can be reached at 403-340-7208 or lisa.rose@rbc.com

Extended team

 

Colin Biblow CFP, FMA

Estate Planning Specialist

Colin began his career in the insurance industry in 2002 working for a national wealth management firm, focusing on investment management and insurance solutions. He joined RBC in 2011. Colin attended the University of Regina in the Faculty of Administration, completing his degree in  2002. He has earned his Certified Financial Planner (CFP) and Financial Management Advisor (FMA) designations. He is also a member of ADVOCIS, The Financial Advisors Foundation of Canada, which is the oldest and largest voluntary professional membership association of financial advisors and planners in Canada.

Working closely with Sander, Colin employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations he works with your other professional advisors in the development of appropriate solutions.  

Tracy Harrell CFP

Private Banker

Tracy brings over 30 years of experience in financial services and throughout RBC as her role as Private Banker. Prior to joining Private Banking, Tracy ran a successful financial planning practice at RBC. Her experiences bridge banking, financial planning, investing and dedicated personal service.

By partnering with a broad group of RBC experts in Canada and in key markets worldwide, Tracy is able to provide a complete range of services including business banking, estate planning, domestic and international trusts, financial planning and investing. She will work with Sander to provide comprehensive, integrated financial solutions.

Faisal Jamal CA

Business Owner Specialist

As a Business Owner Specialist, High Net Worth Planning Services, Faisal, together with Sander, helps you explore succession, tax, retirement and estate planning issues you face as a business owner. Faisal specializes in tax and estate planning for high net worth families. Prior to joining RBC, Faisal was a tax senior manager with a mid-size accounting and advisory firm, as well as with a multi-national accounting firm. Faisal's expertise includes tax and estate planning for high net worth individuals and families, professionals, and business owners.

Faisal is a Chartered Accountant and his educational background includes the completion of the CICA's in-depth tax course (Level I, II, and III), a BA in Economics from the University of Victoria, and a Masters of Professional Accounting from the University of Saskatchewan. He is also a member of the Canadian Tax Foundation.

Jason Fong, B.Com., CA

Financial Planning Specialist

As a Financial Planning Specialist, Jason's role is to work with and support Adam in preparing and presenting your Compass Financial Plan. He also works to identify and assess any related financial, tax and retirement planning concerns you might have.

Coming from one of the major global accounting firms, Jason brings a broad range of experience to his role as a Financial Planning Specialist. His work included tax minimization through appropriate tax planning (corporate and personal) and business restructuring. Jason's client base included high-net-worth individuals, private companies, trusts and partnerships. Jason's experience helps clients address all areas of financial planning, maintaining a holistic

Joyce Burnett B.Sc, LL.B, TEP

Will & Estate Consultant

Prior to joining RBC Joyce practiced law exclusively in the areas of wills, estate planning, estate administration, trusts, and charities law for ten years. She has taught professional and continuing education seminars to the Legal Education Society of Alberta and the Canadian Bar Association. Joyce is a member of the Society of Trust and Estate Practioners, the Candian Bar Association Wills and Estates, and Elder Law Subsections. She has spoken at many public and private seminars on the importance of estate planning, including planning for incapacity and succession.

Joyce works closely with Sander to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting Joyce will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.