- Optimize your business
- Business planning
- Business owners
- Invest for your future
- Investment Solutions
- Custom-Designed Portfolios
- Advisor Account
- Guided Portfolios
- Create your family legacy
- Estate solutions
- Estate planning
- Live well in retirement
- Retirement planning
Yours, not ours. It’s your life, your family, your business and your legacy. Annett’s belief – our clients’ success will be our success.
Annett’s natural ability to build trust and earn respect is part of the personal warmth she brings to her work. She believes in treating every client like family. Her compassion and genuine interest in clients provides them with the comfort they need to have deep and meaningful discussions about their personal and financial situation.
For Annett, success is measured by the trust and respect of clients and peers. It is all based on her core purpose of helping people achieve their unique potential. To do that, every day Annett lives her mission: to help individuals and families build and maintain financial confidence on the basis of their wants and needs.
Annett lives in Sudbury, Ontario with her children.
Mouyleng (Mou) Ly is a Chartered Accountant, a Trust and Estate Practitioner, and a Certified Financial Planner. Mou obtained her Bachelor of Commerce degree from the University of Ottawa. She has completed the CICA In-Depth Tax course and is a member of The Society of Trust & Estate Practitioners (Canada) and the Canadian Tax Foundation.
Prior to joining RBC in 2011, Mou provided professional services to individuals and their owner-managed entities, specializing in personal and corporate tax, estate and financial planning.
Mou’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.
As a Business Owner Specialist, High Net Worth Planning Services, Bobby, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.
Bobby has over 15 years of experience working with owners of privately held businesses to help them develop business succession, tax and estate planning solutions tailored to their goals and objectives. Prior to joining High Net Worth Planning Services, Bobby provided tax, retirement, estate and financial planning advice to RBC advisors and their clients. He has written articles on various topics including determining the value of a business, farm succession planning, tax planning and retirement planning.
Prior to joining RBC, Bobby was a Vice President at a boutique business valuation firm in Toronto where he worked with business owners to help them determine the value of their business for divestitures, litigation, tax and estate planning purposes. He also worked with owners to help them identify the value drivers of their business.
Bobby is a Chartered Business Valuator, a Chartered Professional Accountant and has a Bachelor of Commerce degree from the University of Toronto. He has also completed all three levels of the CPA In-Depth Tax Course.
As a Will & Estate Consultant, Sara Bond provides comprehensive estate planning services which includes providing clients with an efficient estate plan.
Following her call to the Bar, Sara has worked for major trust companies working in a variety of roles involving estate administration and estate planning. Prior to joining RBC, Sara’s last role was Senior Advisor- Planning and Advisory Services, where she advised clients on a variety of wills, trusts, estate planning matters.
Sara obtained a Joint Honors Bachelor degree from York University, and graduated with a Bachelor of Laws from the University of Sussex, U.K. Sara has also completed a Master of Laws in taxation, from Osgoode Hall Law School, York University.
Sara is a member in good standing with the Law Society of Ontario, and is a member of the Ontario Bar Association, Trusts & Estates Law section.