Catherine Nicholls LL.B, TEP Will and Estate Consultant

Catherine received her Law Degree from the University of Western Ontario in 1978 and has been a member in good standing with the Law Society of Upper Canada since 1980. Catherine joined a major trust company as a Senior Will and Estate Planner in 1996 and has since then focused exclusively on this area of law. She continues to focus on Will and Estate planning with RBC

Rebecca Henri CFP Financial Planning Specialist

Rebecca brings over 10 years of financial planning experience to her role in helping clients meet their goals. She received a Bachelor of Arts Honours degree from Trent University in 1996 and has maintained a commitment to continued learning. Rebecca holds the Certified Financial Planner designation from the Financial Planners Standards Council of Canada and has also completed the Professional Financial Planner, Canadian Securities and Canadian Insurance Courses.

Over the last three years, Rebecca has worked extensively with high net worth clients including business owners, executives and professionals and has gained considerable expertise with more advanced tax and estate planning strategies.

Grant Henri CFP,PFP, Pl.Fin Financial Planning Specialist

Grant has 20 years of progressive experience in various roles within the financial services field, including 14 years with RBC. He also provides support to the Financial Planners Standards Council of Canada a subject matter expert and has been teaching retirement and estate planning at George Brown College in Toronto. Grant has been providing us support on tax, legal, estate and retirement planning strategies.

 

SUSAN MACDONALD, STI, MTI, TEP

 

Senior Trust Advisor, RBC Estate & Trust Services

As a Senior Trust Advisor, Susan Macdonald serves clients throughout Western Ontario and is located in the Hamilton office. With a career focus on client relationships, she is dedicated to her clients and provides a personalized service tailored to their specific needs. She provides a wealth of knowledge relating to trusts and their administration. Prior to joining RBC, I spent 7 years in the hospitality industry, most recently managing restaurants in Halifax and Moncton.

Susan works with individuals, families and businesses to provide customized estate, trust and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a Power of Attorney, Susan can help.

 

Prashant Patel, ASA, CFP, TEP Senior Financial Planning Consultant

 

Prashant provides tax, estate and retirement planning advice and solutions to RBC advisors and high net worth clients. He has 15 years experience in personal tax and financial planning with expertise in personal tax planning, U.S. tax and estate planning, owner manager planning, executive compensation, sports professionals and pensions.

 

Thomas Seah CLU Vice President and Estate Planning Specialist

Thomas began his career in the insurance industry in 1984 and is a specialist in his field. He has acquired the Chartered Life Underwriter designation. Working closely with your advisor, Thomas employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations, he works with your other professional advisors in the development of appropriate solutions.

RBC Royal Bank Partners

Ritu Narayan Private Banker

Ritu Narayan brings 19 years of experience with RBCs Canadian and international wealth management business to her role as Private Banker. She is responsible for providing comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families in Oakville, Burlington and the Greater Toronto Area.

Barb MacLellan Private Banker

Barb MacLellan brings 28 years of financial services experience to her role as Private Banker, in which she delivers personalized, discrete banking, credit and financial counsel to select clients and their families in the Halton Region.

As a dedicated financial planner, Ms. MacLellan creates sophisticated banking packages and a full suite of personalized credit solutions for her clients and their families. She then draws on a team of RBC and external experts who assist with investments, commercial banking, and domestic and international trust products, to create a uniquely personalized banking experience for her clients.

KAYLA DORMODY COMMERCIAL ACCOUNT MANAGER

I grew up in Atlantic Canada, having spent time in Newfoundland, Nova Scotia and New Brunswick and moved to Burlington about a year ago. I have been with RBC for 5 years now, in commercial banking, small business banking and personal banking while recently completing my MBA-CMA from Saint Marys University.

Prior to joining RBC, I spent 7 years in the hospitality industry, most recently managing restaurants in Halifax and Moncton.

My role as a commercial account manager is to provide advice and solutions to a portfolio of about 60 clients. I specialize in retail, restaurants and franchise, which is an industry I feel very passionately about. I am the relationship manager for our clients and manage the credit facilities while working with my associate and other partners to ensure the best service possible.

Tina Daid Mortgage Specialist

Tina Daid has been a top performer Mortgage Specialist serving the Halton area for over 6 years. She is highly experienced in all types of mortgage financing with a specialization on health care professionals; investor mortgages; self-employed programs as well as most recent trend of new clients coming to Canada under variety of temporary work permit programs. Tina holds Bachelors and Masters degrees and is always enhancing her skills to ensure her clients are getting the best advice when purchasing real estate.

In her free time she enjoys doing yoga, working out, traveling and spending time trying new restaurants with family and friends.

Kerri Becker Mortgage Specialist

When it comes to your mortgage, it is important to make sure you get the home you really want, with flexible financing solutions that are right for you.This is where I come in. I'm here to help you get the mortgage you need to suit your lifestyle and to make your home ownership goals happen. Supported by the considerable resources and expertise of RBC Royal Bank, I will provide you expert advice and service for your home financing needs. I can help you understand the economic environment and ensure your financing suits your current situation and your future plans. You'll enjoy the confidence of knowing you are working with a professional who has only your best interests in mind. If you are looking to make informed mortgage decisions, contact me today and I will be in touch with you within 24 hours

Matthew Sparling Mortgage Specialist

I have been helping people for over 10 years with their financial needs. Whether you need to refinance your home for investments or improvement, I can help. Need to consolidate some debt? We can do that too!

Whether you are a first time home buyer just getting started or you are getting ready to write your last mortgage commitment, I am here to help. Since I am mobile, I will work around your busy schedule, days, evenings or weekends!

Portfolio Advisory Group Equity and Fixed-Income Portfolio Advice RBC Dominion Securities has made the largest investment of all Canadian investment dealers in supporting Investment Advisors and their clients with the management of equity and fixed-income portfolios.

The Portfolio Advisory Group is comprised of nine Equity Portfolio Advisors and three Fixed Income Portfolio Advisors with backgrounds in:

Corporate and investment banking

Credit analysis with major ratings agencies

Private industry

Institutional equity and bond sales

Institutional equity research

Professional referrals The best results are achieved working in partnership with a team of professionals with expertise in other areas related to the management of your wealth. This includes legal, accounting, private banking, personal banking and commercial business banking professionals. If you have an existing relationship with professionals in these areas, we will be happy to work with them to ensure we're all on the same page. If you require a referral, we are happy to offer you access to our extensive professional network.