Specialized advice backed by experience you can trust

Our all-encompassing wealth management approach includes collaborating with our best-in-class RBC partners, specialists in a range of complex wealth services that support your every financial need.

Private Banking

Advisor

Andrea Heard

Private Banker, RBC Private Banking


Advisor

Monique DeMoe

Private Banker, RBC Private Banking


Advisor

Wes Cutting

Private Banker, RBC Private Banking


Will & Estate Planning

Advisor

Shannon Row-Ewing, BA, LL.B

Vice President and Will & Estate Consultant, RBC Family Office Services


Advisor

Joel Cuperfain, CLU, BA, LL.B, LL.M, TEP

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


Advisor

Tracey Goldie, CLU

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


Advisor

Susan Macdonald, TEP, MTI

Senior Trust Advisor, RBC Royal Trust


High Net Worth Planning

Advisor

Bobby Hinduja, CPA, CA, CBV

Vice-President, High Net Worth Planning Services, RBC Family Office Services


Advisor

Abby Kassar, CPA, CA, CFP, TEP, FEA

Vice President, High Net Worth Planning Services, RBC Family Office Services


We believe no one has a monopoly on good ideas, and we collaborate with world-class experts to make sure we find the best solutions for our clients.

Looking for financial peace of mind?

Discover what first-class wealth management with a client-first approach can do for you. Contact us today