Greg Upson

Senior Investment & Wealth Advisor

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Alex McPhee, CIM

Associate Wealth & Investment Advisor

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Avinash Haswani

Associate

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Our extended team

Advisor

Yat-Sze Lo, CPA, CA, CFP

Vice President and Financial Planning Specialist, RBC Family Office Services


Advisor

Sean Murray, MBA, CPA, CMA, TEP

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


Advisor

Melissa Nagelbach, LL.B

Will & Estate Consultant, RBC Family Office Services


Advisor

Aileen Battye, LL.B, TEP

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