Our extended team of specialists

As an added resource to our clients who meet established thresholds, we are pleased to offer a suite of wealth management services provided by a team of experts in their respective fields.  Our extended team includes seasoned professionals from the accounting, legal, life insurance, and trust industries.

Financial Planning Specialist

Yat-Sze Lo, B.Comm., CPA, CA

Financial Planning Specialist, RBC Wealth Management

Will and Estate Consultant

Melissa Nagelbach, LL.B

Will & Estate Consultant, RBC Wealth Management

Estate Planning Specialist

Arne Perrin, B.Comm. (Hons), CFP®

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

High Net Worth Planning Specialist

Zora Booker, CPA, CGA, MBA

Vice-President, High Net Worth Planning Services, RBC Wealth Management

Premier Banking Advisor

Wendy Mah

Premier Banking Advisor, RBC Royal Bank