RBC Partners

As a valuable member of your advisor’s team, Paul can help you create, preserve and increase your wealth by incorporating insurance solutions into your comprehensive financial plan. He is able to provide innovative and tax-efficient solutions to various wealth management issues.

Specializing in working with business owner clients as well as individual high-net-worth clients, he offers customized insurance-based solutions to meet your needs.

Paul has extensive experience in the financial services industry, having begun his career in 1998. Paul has obtained: a bachelor’s degree (B.Sc.) from Dalhousie University and a Master of Business Administration (MBA) degree from St. Mary’s University. He is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Certified Health Specialist (CHS). He is also a member of the Conference for Advanced Life Underwriting (CALU) and Advocis.

Christy obtained a Bachelor of Arts degree (Anthropology) from the University of Waterloo in 2006 and a Bachelor of Laws degree from Dalhousie University in 2009. She was called to the Nova Scotia Bar in 2010.

Following her call to the Bar, Christy was in private practice with a large regional firm and practiced primarily in the areas of Wills, estates and trust law and litigation. Beginning in 2013, she worked exclusively in the area of Will and estate planning with a major trust company. Christy joined RBC Wealth Management in 2018.

Christy is a member of the Society of Trust and Estate Practitioners (STEP) and the Nova Scotia Barristers’ Society.

Colin holds a Bachelor of Arts degree (Hons.) from the University of New Brunswick, and a Juris Doctor Degree from the University of Ottawa. He is an active member of the Society of Trusts and Estate Practitioners (STEP) and a member in good standing of the Nova Scotia Barristers’ Society.

Following his call to the Bar, Colin worked in private practice primarily in the areas of Wills, estates, trusts and real estate law, along with insurance and personal injury litigation. Colin joined RBC Royal Trust in 2021, working exclusively in the field of Wills, estates and trusts law, before joining Family Office Services as a Will & Estate Consultant.

As a Will & Estate Consultant, Colin would be pleased to work with you and your advisor on your estate planning, to provide comprehensive and practical solutions that meet the client’s individual needs.

Tyler is a Chartered Professional Accountant (CPA, CA) and has a Bachelor's degree in Commerce (major in Accounting) from Saint Mary’s University. Tyler has also completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course.

Prior to joining RBC, Tyler was employed as a senior manager in tax at one of the world’s leading accounting firms. He specialized in providing personal, corporate, and estate planning services to high-net-worth individuals and their owner-managed entities.

Tyler believes that planning is critical to helping people meet their financial goals. Tyler’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.

Specialized financial planning

At RBC, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning. Personally prepared by Tyler Booker, a Financial Planning Specialist, your comprehensive Financial Plan will provide recommendations specific to your situation. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to your next generation

tax-efficiently and make the most of your philanthropic legacy. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis.

As a Senior Will and Estate Advisor for the Atlantic Region, Angèle LeBlanc brings an approach to estate planning that centers on understanding and addressing the unique situation of each client. She works collaboratively with clients and their trusted advisors to help craft a comprehensive, effective and tailored estate plan that meets their individual needs.

Whether clients are taking their first steps towards wealth transition to the next generation or if they have specific requirements—such as protecting a disabled heir, planning for blended families, or ensuring a child’s inheritance is properly structured—Angèle has the knowledge to provide sound guidance and various options for consideration in their plan.

Prior to joining RBC Royal Trust, Angèle worked in private practice where she focused on estate planning, and then transitioned to trust companies where she focused on estates and trusts. She is a graduate of Dalhousie Law School with a Bachelor of Laws (LL.B.), and has continued to deepen her knowledge and expertise with key industry designations, such as the Trust and Estate Practitioner (TEP) designation and is an active participant of the Society of Trust and Estate Practitioners

(STEP Canada).

The combination of her professional experience and commitment to providing practical guidance, in addition to her ability to put clients at ease, makes Angèle an invaluable resource for both clients and their financial advisors.