Our partners

Andrea a un objectif simple : « Mon but est de comprendre à fond vos priorités et pour y parvenir, je vous poserai des questions et vous écouterai aussi souvent que nécessaire ». Elle veut connaître votre situation unique, car si les finances sont une affaire de mathématiques, la vraie planification, elle, combine ces dernières et les répercussions émotionnelles dont peu de gens discutent.

Après un grave accident en 1999, Andrea a réorienté sa carrière afin d’aider les gens. Forte d’une expérience de plus de 20 ans dans les services financiers, elle a obtenu plusieurs titres de compétence du secteur, ce qui lui procure les bases lui permettant d’aider ses clients à planifier la création, la protection, la préservation et la transmission de leur patrimoine. À l’écoute, Andrea simplifie des questions parfois compliquées telles que le financement des passifs d’impôts futurs, le transfert du patrimoine aux héritiers et la protection des êtres chers par la force de solutions d’assurance personnalisées. 

Dans ses temps libres, Andrea aime partir à l’aventure avec ses enfants et mène une vie active en pratiquant le yoga, la danse à claquettes et la batterie.

As a Regional Trust Advisor, Claudia Morrison serves clients throughout the Northeastern Ontario and Atlantic regions and is located in the Ottawa office. Claudia provides strong organizational and relationship-building skills to deliver comprehensive estate and trust solutions for executors, trustees and beneficiaries. Clients appreciate her ability to explain complex concepts of estate and trust administration in terms that they can relate to and with sensitivity.

A graduate of Carleton University with a Bachelor of Arts Honours degree, Claudia has continued to deepen her knowledge and expertise with key industry designations such as the Personal Financial Planner (PFP) and Chartered Investment Manager (CIM) designations. She has also completed the Canadian Securities Course.

Claudia has held various roles in banking, investment counselling and estate and trust administration that provide her with a unique depth of understanding around integrated solutions to meet client needs. With more than 20 years of financial services experience, Claudia brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. Claudia understands that no two clients are the same and so together with her RBC Royal Trust partners, she can find the solution that’s right for you.

Alda Tropea brings more than 30 years of trust industry experience to her role as an Estate and Trust Advisor.

Alda’s depth of experience, coupled with her professionalism and dedication to client service, serves her well in her current role. She understands that the role of an executor is a difficult one and her sensitive handling of evolving family dynamics have earned her a reputation as a trusted advisor. An expert focused on executor services, she helps executors identify where RBC can help to lift the burden of an executorship, whether in a simple administrative capacity helping with specific tasks, or in a more comprehensive manner carrying out the entire estate settlement process on their behalf. Alda can provide customized solutions to help individuals carry out their executor duties and can help to expedite the settlement process, and maximize the estate’s value through knowledgeable handling of estate and tax issues.

A graduate of McGill University, with a Bachelor of Commerce in Finance, Alda has attained the key industry designations of Senior Trust Officer(Institute of Canadian Bankers) and Financial Planner (Quebec Institute of Financial Planners - IQPF), and is a member of the Society of Trust and Estate Practitioners (STEP).

Alda’s solid reputation as an estate and trust specialist is valued by clients who rely on her when it comes to discussing estate settlement and administration services, trustee and power of attorney services, as well as other specialized services offered through RBC Royal Trust throughout Canada.

Alda’s dedication to clients has been recognized by the Award of Excellence, one of RBC’s highest honours. She is fluent in English, French and Italian.

As a Premier Banking Advisor with RBC Wealth Management, Private Banking, Yvonne Wu provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families.

Based in Ontario, Yvonne works with a select number of clients in Ottawa to address their often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions.

When necessary, Yvonne can access specialists from across RBC in order to work collaboratively to provide a complete range of complementary services, from investment management to estate and legacy planning, and from domestic and international trust services to sophisticated credit and leverage strategies to support individual short and long term goals.

Yvonne offers an extensive background in client relationship to her role as Premier Banking Advisor. She draws on 3 years of experience within RBC as banking advisor and financial advisor in retail banking. Yvonne graduated from University of Ottawa with a Bachelor of Commerce degree.

Away from the office, Yvonne enjoys spending time with family and exploring nature trails and learning to cook a new dish. 

Kiki compte plus de dix années d’expérience dans l’industrie de l’assurance collective aussi bien dans des rôles de vente que de service. Sa passion pour aider et prendre soin des gens est tout à fait remarquable. Kiki se targue de pouvoir répondre aux besoins des chefs d’entreprise ainsi qu’à leurs bien le plus précieux : leurs employés.

Kiki a commencé sa carrière dans une grande institution financière, où elle aidait les particuliers fortunés avec leurs besoins financiers courants. Elle s’est ensuite dirigée vers un rôle de prestation de solutions d’assurance crédit, avant d’être recrutée par un important fournisseur d’assurance. Elle a rapidement gravi les échelons, occupant le rôle d’associée, Patrimoine et assurance au secteur Solution d’assurance collective, avant d’assumer les fonctions de conseillère, Assurance collective.

Aider ses clients et leurs employés à préserver une main-d'œuvre saine, mobilisée et productive par la planification et l’offre de solutions d’assurance collective est sa passion. Elle possède une connaissance approfondie des solutions financières et d’assurance, notamment en assurance vie, maladie et soins dentaires, et maladies graves.

Kiki est titulaire d’un baccalauréat ès arts en économie et sociologie de l’Université McGill. Elle aime redonner à la communauté et, dans ses moments libres, elle prête main-forte à divers organismes qui dispensent des programmes d’aide communautaire visant à réduire la pauvreté et l’isolation.

As a Private Banker with RBC Wealth Management, Private Banking, Melissa White provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families.

Based in Ottawa, Melissa works with a select number of clients to address their often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions.

When necessary, she can access specialists from across RBC in order to work collaboratively to provide a complete range of complementary services, from investment management to estate and legacy planning, and from domestic and international trust services to sophisticated credit and leverage strategies to support individual short- and long-term goals.

Melissa offers an extensive background in client relationship to her role as Private Banker. She draws on 12 years of experience within RBC, excelling in previous positions within Commercial Banking, Financial Planning and Leadership.

Melissa has continued to deepen Her knowledge and expertise with key industry designations such as both the Certified Financial Planner and Personal Financial Planner designations.

Away from the office, Melissa enjoys many outdoor activities, yoga, travel and spending time with her family.