Our Partners in Wealth Management:

As part of our holistic approach to managing your wealth, we partner with the following experts to offer you: financial planning, will & estate planning and insurance strategies.

Advisor

Mona-Lisa Lavallée, CPA, CA

Financial Planning Specialist, RBC Wealth Management


Advisor

Christy Sandles, LL.B, TEP

Will & Estate Consultant, RBC Wealth Management


Advisor

Sharon Avery, LL.B

Will & Estate Consultant, RBC Wealth Management


Advisor

Jason Lewis, BBA

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Claudia Morrison, PFP, CIM

Regional Trust Advisor, RBC Royal Trust


Advisor

Jordan Clements-Bastarache

Premier Banking Advisor, RBC Royal Bank