Our RBC Partners

Chris is a Chartered Accountant (CPA, CA) with over 25 years of experience in financial services. He holds his Bachelor of Commerce Degree (Accounting) from Carleton University.

Chris began his career with a major international public accounting firm for 5 years upon graduation from university. Chris then started his role in wealth management services as an investment advisor in 1997 providing clients with investment management, financial planning and insurance solutions. Chris utilizes his experience as a Chartered Accountant and investment advisor to provide comprehensive financial planning services to professionals, business owners and other high net worth clients.

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 Greater Ottawa and Kingston Region, Demi McGoldrick brings an approach to estate planning that centers on understanding and addressing the unique situation of each client. She works collaboratively with both clients and their trusted advisors to help craft a comprehensive, effective and tailored estate plan that meets their individual needs and advises executors how to alleviate their administrative and legal burden. 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, transitioning a family business, or ensuring a child’s inheritance is properly structured—Demi can help. Prior to joining RBC Royal Trust, Demi worked in private practice, assisting clients with their estate planning, estate administration and business succession planning needs. She is a graduate of the University of Edinburgh Law School with a Bachelor of Laws (LL.B.) and is currently a board member of the Ottawa Estate Planning Council. The combination of her professional experience and commitment to providing practical solutions, in addition to her ability to put clients at ease, makes Demi an invaluable resource for both clients and their financial advisors.

Joseph graduated from Carleton University in 1988 and from the University of Western Ontario Law School in 1991. He was called to the Ontario Bar in 1993.

He is an Associate Member of The Society of Trust and Estate Practitioners and a Member of the Carleton County Law Association.

Prior to joining RBC, he practised estate planning in private practice and served as Will & Estate Consultant with Royal Trust Corporation.

He was an instructor for the Ontario Bar Admission Course in Estate Planning and Administration and has been an instructor at the University of Ottawa Law School since 2003 teaching the Will & Estate course.

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..

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

Beginning her financial services career in 1994, Tracey joined RBC in 2012 after spending 13 years with a leading life insurer, focused on providing insurance solutions expertise and product marketing. In addition, Tracey has obtained the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations.

As a Premier Banking Advisor with RBC Wealth Management, Walter Lettner works as a single point of contact, offering unique strategies to address clients complex banking and credit needs. Based out of Kingston, Ontario, Walter provides tailored solutions for high-net-worth professionals, and their families.

Walter draws on over 3 years of experience with RBC, working in a variety of roles focused on providing solutions for clients daily banking needs, from bank accounts and credit cards to loans and mortgages. With a focus on providing the best client experience possible, Walter can access a network of specialists to collaboratively work together to provide a comprehensive and wide array of solutions for any of his client's needs. Helping clients save time, and efficiently manage their day-to-day finances.

Prior to joining the financial industry, Walter studied at the University of Guelph, earning himself a Commerce Degree with a focus on Hospitality management. Using the skillset he developed in the hospitality industry, Walter brings a personal and caring approach when it comes to helping his clients and is there to assist them every step of the way.

Outside of the office, Walter enjoys spending his time watching new films, hiking new areas, and snowboarding in the winter seasons.