Our partners

Mona-Lisa is a Chartered Professional Accountant (CPA, CA) and has a Bachelor in Business Administration (Major in Accounting) from Université de Moncton. Mona-Lisa has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course. She also holds the Financial Planner designation from the Quebec Institute of Financial Planners (IQPF) and the Certified Financial Planner® designation from the Financial Planning Standards Council (FPSC).

Prior to joining RBC, Mona-Lisa was employed as a Tax Manager at one of the world’s leading accounting firms. She specialized in providing personal, corporate, and estate planning services to high-net-worth individuals and their owner-managed entities.

Mona-Lisa believes that planning is critical to helping people meet their financial goals. Mona-Lisa’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.

Christy obtained a Bachelor of Arts degree (Anthropology) from the University of Waterloo in 2006 and a Bachelor of Laws degree from Dalhousie University in 2009. She was called to the Nova Scotia Bar in 2010.

Following her call to the Bar, Christy was in private practice with a large regional firm and practiced primarily in the areas of Wills, estates and trust law and litigation. Beginning in 2013, she worked exclusively in the area of Will and estate planning with a major trust company. Christy joined RBC Wealth Management in 2018.

Christy is a member of the Society of Trust and Estate Practitioners (STEP) and the Nova Scotia Barristers’ Society.

Jason is an integral member of the team, helping to create, preserve and increase wealth by incorporating insurance-based solutions within comprehensive financial plans.

Specializing in estate planning, Jason applies innovative and tax-efficient solutions to a variety of wealth management issues and is skilled at simplifying their complexities. His individualized approach to personal and corporate insurance planning helps clients achieve their wealth management objectives and reach their estate and financial goals.

Beginning his financial services career in 1996, Jason joined RBC in 2006. Beforehand, he spent 10 years with a leading life insurer, focused on providing insurance solutions expertise to advisors and their teams.

Jonah attended the University of Ottawa where he completed a Bachelor of Arts Degree in 2003. He subsequently attended Dalhousie University where he completed his Bachelor of Laws (LL.B.) degree in 2006. Upon completion of his articling position, Jonah practiced law for four years in the areas of tax and estate planning and corporate law where he worked closely with individuals and business owners to implement complex solutions to meet their particular needs.

In 2011, Jonah entered the financial services industry where he has spent his career completing comprehensive estate and financial plans and acting as a resource for high net worth and business owner clients.

Jonah received his CFP designation in 2013 and is a member of FP Canada as well as the Law Society of Ontario.

As a Will & Estate Consultant, Jonah provides comprehensive estate planning services to clients, offering sensible and practical solutions to meet their individual needs..

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.

As a Senior Will and Estate Advisor for the Atlantic Region, Angèle LeBlanc brings an approach to estate planning that centers on understanding and addressing the unique situation of each client. She works collaboratively with clients and their trusted advisors to help craft a comprehensive, effective and tailored estate plan that meets their individual needs.

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, or ensuring a child’s inheritance is properly structured—Angèle has the knowledge to provide sound guidance and various options for consideration in their plan.

Prior to joining RBC Royal Trust, Angèle worked in private practice where she focused on estate planning, and then transitioned to trust companies where she focused on estates and trusts. She is a graduate of Dalhousie Law School with a Bachelor of Laws (LL.B.), and has continued to deepen her knowledge and expertise with key industry designations, such as the Trust and Estate Practitioner (TEP) designation and is an active participant of the Society of Trust and Estate Practitioners

(STEP Canada).

The combination of her professional experience and commitment to providing practical guidance, in addition to her ability to put clients at ease, makes Angèle an invaluable resource for both clients and their financial advisors.