Meet the team

Joanne obtained her Bachelor of Arts and Bachelor of Laws degrees from the University of the Witwatersrand, South Africa. She earned her Juris Doctor degree from the University of Victoria, Canada. She was called to the Ontario Bar and is a member of good standing with the Law Society of Ontario.

Prior to joining RBC Wealth Management, Joanne has had a rich and varied career working in both large and small firms in private practice as well as working for a number of years as in-house counsel for a large international technology company. In the last few years in private practice, Joanne specialized in the areas of will and estate planning, estate administration, trust planning, and family business succession planning.

As a Wills and Estate Consultant, Joanne provides comprehensive estate planning services to clients.

Lin Lin has 17 years of experience in the financial services industry. She holds the Certified Financial Planner designation from FP Canada. Lin Lin earned her Bachelor of Business Administration degree specializing in Economics at the University of Toronto.

Prior to joining RBC Family Office Services, Lin Lin worked in wealth planning advisory teams at some of Canada’s largest financial institutions. Her experience focused on providing comprehensive financial advice to clients on

retirement planning, tax planning and estate planning.

In her current role as a Financial Planning Consultant, Lin Lin will work with and support your advisor in preparing and presenting comprehensive financial projections.

Customized wealth planning for your financial future

At RBC, we recognize that with greater financial resources comes greater financial complexity. Wealth planning is an essential part of keeping your finances on track and working towards your goals. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer a customized plan delivering a holistic view of your evolving wealth management needs and track progress towards meeting your future financial goals. Personally prepared by Lin Lin Huang, a Financial Planning Consultant, your customized plan will provide a complete view of your goals, priorities, and solutions – developing valuable insights into how to reach short- and long-term goals. Your plan will consider such

strategies to reduce taxes, ensure your retirement lifestyle, and protect your financial security. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis.

Envision, Create & Preserve - Wealth Planning Designed For You

Adam began his career in the financial industry in 2009 and has worked for several major Canadian insurers. Experienced in both personal and corporate insurance planning, he has the knowledge to tailor wealth solutions that maximize the financial and tax advantages of insurance products.

Adam's philosophy stems from dedication to his own family. He believes that the cost to safeguard yourself, your loved ones and legacy is insignificant when faced with the alternative - inaction. Having the ability to apply innovative solutions, he will help to protect what is most valuable to you. Pursuing ongoing education ensures that his expertise aligns with the industry's most recognized designations. He holds the Certified Financial Planner® (CFP), Chartered Life Underwriter® (CLU) and Trust and Estate Practitioner (TEP) designations as well as an Honours B.A in Political Science.

Ryan is a Chartered Professional Accountant (CPA) and is a Certified Financial Planner professional. He has completed the Master of Taxation graduate degree from the University of Waterloo and holds a Bachelor of Commerce from Toronto Metropolitan University with a major in accounting and minor in finance. He is a member of the Canadian Tax Foundation.
Prior to joining RBC, Ryan was employed as a tax manager at one of the leading global accounting firms. He specialized in providing personal, corporate, and estate planning services to high-net-worth individuals and their owner-managed entities. His work focused on tax minimization strategies and reorganizations.
Ryan believes that planning is critical to helping people meet their financial goals. Ryan’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan.

As a Business Owner Specialist, High Net Worth Planning Services, Robyn, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.

Prior to joining RBC, Robyn acquired her expertise in estates, trusts and succession planning in both private practice and with a major trust company, practicing law in Toronto for 8 years with an emphasis on trusts, estates, succession, planning for incapacity and charities law, and as a will and estate consultant for a well-known Canadian trust company. In 2001, Robyn joined RBC, assisting clients with their overall tax and estate planning, and in 2011, assumed her present position, specializing solely in assisting business owners with their succession, tax, retirement and estate planning.

Robyn obtained her law degree from Osgoode Hall in 1991, and she was called to the Bar in Ontario in 1993. She has completed her in-depth tax courses, levels 1 and 2, as well as the Advanced Tax Issues for the Owner Managed Business Course and the Corporate Reorganizations Course. She has co-authored two books, “Drafting Wills in Ontario: A Lawyer’s Practical Guide” and “Drafting Wills in Canada: A Lawyer’s Practical Guide”.

In addition, Robyn was an instructor at the Estate and Trust Bar Admission Course at the Law Society of Upper Canada.She is an active member of the Society of Trust and Estate Practitioners (STEP) and has obtained the STEP Advanced Certificate in Family Business Advising.

As a Senior Will and Estate Advisor for the Greater Toronto Area, Lesley Donsky brings an approach to estate planning that centers on understanding and addressing the unique needs of each client, working collaboratively with both the client and their trusted advisors to develop a comprehensive and effective estate plan.

Whether clients hope to protect a disabled heir, incorporate succession planning for their business, address the unique concerns arising from second spouses and blended families, minimize family conflicts, or deal with beneficiaries or assets that are situated outside of Canada, Lesley can help craft a tailored estate plan that meets their individual needs.

Lesley is a graduate of the University of Windsor Faculty of Law with a Juris Doctor degree and holds a Trust and Estate Practitioner (TEP) designation. She is a member of the Law Society of Ontario, the Canadian Bar Association (CBA) and the Ontario Bar Association (OBA), the Estate Planning Council of Canada and the Junior Trust and Estate Practitioners Group (JTEP), as well as a full member of STEP Canada.

In 2022, Lesley was nominated and shortlisted for the Young Practitioner of the Year Award through the STEP Client Awards, which recognizes excellence among practitioners who demonstrate great promise in the industry.

Before joining RBC Royal Trust, Lesley worked at two of Toronto’s top will and estate planners and estate litigation firms. In addition to her law degree, she earned an Honours Bachelor of Arts in Sociology and Criminology from Western University, where she was awarded the Gold Medal in Criminology for her academic achievement.

The combination of Lesley’s professional experience and commitment to providing practical solutions make her an invaluable resource for both clients and their financial advisors.

As a Will and Estate Advisor for the Central Canada Region, Malvin Seto brings an approach to estate planning centered on understanding and addressing the unique situation of each client. He works collaboratively with clients and their trusted advisors to help craft a comprehensive, effective estate plan that meets their particular needs. A graduate of the Queen’s University Faculty of Law with a Juris Doctor degree, and with legal practice experience in estate litigation, Malvin has continued to deepen his industry knowledge and expertise including as an affiliate member of STEP Canada. Whether clients hope to protect a disabled heir, incorporate succession planning for their business, address the complex concerns arising from second spouses and blended families, minimize family conflicts, or deal with beneficiaries or assets that are situated outside of Canada, Malvin can help craft a tailored estate plan that meets their individual needs. The combination of his professional expertise and his commitment to providing practical solutions make Malvin an invaluable resource for both clients and their financial advisors