KevinĀ O'Sullivan

Portfolio Manager

604-257-2527 | Email me
604-257-7391

Kevin has over 25 year of Investment Advisory experience in Canada and overseas. His unique international background adds considerable value when building portfolios for his clients. He employs his team of experts to work with his clients to ensure their wealth is fully protected.

Kevin O'Sullivan, Portfolio Manager and Investment Advisor

Kevin has over 25 years of Investment Advisory experience in Canada and overseas. His unique international background adds considerable value when building portfolios for his clients. He employs his team of experts to work with his clients to ensure their wealth is fully protected.

Judith Sung, Associate

Judith has over 10 years of experience in the investment industry as a Licensed Assistant. Judith's primary role is handling our client's administrative questions and requests, such as address changes, wire transfers, account documentation, etc. Judith enjoys working with clients and takes pride in ensuring requests are handled quickly and effectively. Outside of the office, Judith enjoys outdoor activities, travelling, scuba diving and photography.

Anna-Marie Lyons, Financial Planner

 Anna-Marie Lyons offers a wealth of professional experience in her role  as a Financial Planning Consultant having been an Advisor to high net  worth clients since 1991.  An MBA graduate from the Ivey School of  Business in London, Ontario, Anna-Marie is a Certified Financial Planner  and a Financial Divorce Specialist.

 
 
 
 
Melissa Nagelback, Will and Estate Consultant

 Before coming to RBC, Melissa assisted clients with a range of estate  planning matters including drafting Wills, Powers of Attorney and  Representation Agreements as well as matters related to the  administration of an estate, including applications for Letters Probate  and Letters of Administration. Melissa's role with RBC Wealth  Management is  to work with you to review and/or structure your will, estate and trust matters to ensure that your plan is organized in an effective and tax-efficient manner.

 
 
Sean Murray, Estate Planning Specialist

 As an Estate Planning Specialist, Sean brings over 15 years of insurance  industry expertise. Seans responsibilities include identifying and  recommending advanced insurance-based tax and estate planning strategies to meet clients wealth management objectives; he works  closely with you and your professional Advisors in developing and implementing  these strategies.

 
 
 
 

Also available:

  • Specialized High Net Worth Planning team

  • Trust Services team

  • Private Banking team

  • Commercial Banking team

  • Small Business team