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.

Financial Planning Specialist

Will & Estate Consultant

Jason Lewis, BBA

Insurance Specialist

Claudia Morrison, PFP, CIM

Regional Trust Advisor

Other services we provide:

Selling your business, or looking to buy a new one? Our mergers and acquisitions partners at RBC are ready to assist.  They have the expertise to value your business and source potential buyers.  Or, assist you in finding the right business at the right price for you.  Contact us for more information.