As a Premier Banking Advisor with RBC Wealth Management, Private Banking, Tracy Marks works as a single point of contact, providing banking and credit solutions for high valued clients. Passionate in collaborating with Investments Advisors across the region, Tracy provides personalized service and tailored advice to help clients save time and effectively manage their daily banking needs.
Tracy is based in Ottawa, Ontario and has over a decade of experience in the banking industry. Throughout her career, she has consistently delivered personalized financial solutions to high-net-worth clients, helping them navigate every stage of their financial journey with confidence and clarity. Known for her relationship-driven approach, Tracy ' s commitment to understanding each client's unique goals allows her to offer tailored advice that supports both immediate needs and long-term aspirations.
In addition to her client-focused work, Tracy is a dedicated mentor who actively supports the development of emerging professionals in the financial services industry. Her leadership and willingness to share knowledge have helped shape the careers of many up-and-coming advisors. Tracy is widely respected for her integrity, professionalism, and passion for helping others succeed - whether they are clients planning their futures or colleagues growing their careers.
On the personal side Tracy is married and the proud mother of 2 boys. A big Harry Potter fan of both books and movies, she also enjoys watching Broadway musicals and classical ballet shows.
As a Senior Will and Estate Advisor for the Greater Ottawa and Kingston Region, Demi McGoldrick brings an approach to estate planning that centers on understanding and addressing the unique situation of each client. She works collaboratively with both clients and their trusted advisors to help craft a comprehensive, effective and tailored estate plan that meets their individual needs and advises executors how to alleviate their administrative and legal burden.
Whether clients are taking their first steps towards wealth transition to the next generation or if they have specific requirements—such as protecting a disabled heir, planning for blended families, transitioning a family business, or ensuring a child’s inheritance is properly structured—Demi can help.
Prior to joining RBC Royal Trust, Demi worked in private practice, assisting clients with their estate planning, estate administration and business succession planning needs. She is a graduate of the University of Edinburgh Law School with a Bachelor of Laws (LL.B.) and is currently a board member of the Ottawa Estate Planning Council.
The combination of her professional experience and commitment to providing practical solutions, in addition to her ability to put clients at ease, makes Demi an invaluable resource for both clients and their financial advisors.
David Sly is a Senior Mortgage Specialist at the Royal Bank of Canada with responsibility for Ottawa, Western Quebec and surrounding area. He is an engineer that has balanced his education by completing a Master of Business Administration degree. Most importantly David is passionate about real estate, renovation projects and investment properties with over fifteen years of home equity financing experience. He is supported by the considerable resources of RBC Royal Bank and can provide expert advice and service for home financing needs.