Robert Beiles

Senior Portfolio Manager & Investment Advisor

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416-974-3057
1-866-261-5566

Our extended partners

 

Advisor

Anthony Boustany

Private Banker, RBC Private Banking


Advisor

Claudia Diaz

Premier Banking Advisor, RBC Royal Bank


Advisor

Zain Jessa, CPA, CFP

Financial Planning Specialist, RBC Family Office Services


Advisor

Joel Cuperfain, CLU, BA, LL.B, LL.M, TEP

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Karen Snowdon-Steacy, TEP

Senior Trust Advisor, RBC Royal Trust


Advisor

Kelly Rivard, LL.B, CFP, TEP

Vice-President & Will & Estate Consultant, RBC Family Office Services


For Your RBC US Cross Border Banking Needs

Marlene Atzori

Regional Advisor Cross-Border Banking - Greater Toronto Region Marlene.atzori@rbc.com Tel: 437-236-2945

Marlene has more than 30 years of experience with RBC, working in many areas of RBC. For over 15 yrs. as an accredited Financial Planner, she has been a leader & mentor ranking as top performer in the Toronto West GTR Team. She holds a Bachelor of Arts degree, PFP, & additional designations from the Institute of Canadian Bankers. Marlene has been a strong collaborator for RBC USA since inception, networking with her partners & COI’s on both sides of the border. In Marlene’s spare time she has volunteered for the past seven years with the Friends Helping Sick Kids Foundation sharing her passion to help others. Marlene was a RBC Performance Convention Finalist in 2018

 

Ann Harvey

Senior Manager, U.S. Home Equity Tel: 416-786-6211

Ann brings over 25 years of experience in personal lending. She started her career with RBC as a Mortgage Specialist and has worked as a Manager of Credit Structures with RBC Private Banking where she created large, intricate, specialized credit solutions for high net worth clients. Ann has been recognized for her credit creativity and complexity. Ann is now the face of U.S. residential home equity finance solutions for RBC Bank (U.S.) in Canada. She works closely with RBC Wealth Management partners, integrated markets and the RBC Bank Real Estate Lending team to provide tailored U.S. home equity solutions to high value clients.