RBC 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.

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.

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.

Audrey Miller is a registered Social Worker with over 30 years of experience counselling individuals and families on health and rehabilitation. She is the founder and Managing Director of Elder Caring Inc. a consulting firm that provides direct care management services to seniors, their caregivers and families. 

In addition to her consultation services, Audrey is a trusted advisor educating professionals in the legal and financial communities about ageing issues and the needs of caregivers. She is the author of hundreds of articles and blogs and shares her expertise on her website www.eldercaring.ca. She also has several videos available on the eCaring Channel. 

About Elder Caring Inc. 

Elder Caring Inc. is a national care management company established by Audrey Miller in 2004 with a mission to help improve the living situation of older Canadians and make recommendations about living well, at home or in assisted living settings. Elder Caring Inc. is comprised of a team of experts in Social Work, Occupational Therapy and other allied health professions with years of experience providing care management while working with the disabled, older adults, their families and caregivers. Understanding that access to elder care services can reduce stress and improve the well-being of older individuals, the consultants at Elder Caring Inc. help families navigate the health care system, assess and access resources and in some cases, act as an advocate for the individual. 

The Wellness Binder™

Audrey is well-known for her Wellness Binder™ which the Financial Post deemed “A Planning Tool With A Difference”. This binder catalogues health, personal and caring information and serves as a reference for caregivers who may need to make decisions on behalf of someone who is vulnerable or incapacitated. 

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. 

Bliss Fulton offers an extensive background in client relationships as a Private Banker. She draws on 33 years of experience within RBC, consisting of a wide range of roles within Retail Banking, Account Management of Investments, and Financial Planning.

Bliss has continued to deepen her knowledge and is completing her Certified Financial Planning Designations. She has knowledge and expertise with key industry designations such as Personal Financial Planner, Healthcare Specialist and Business Owner Planning. Bliss volunteers with Outflow, United Way and BGC Club.

Away from the office, Bliss enjoys kayaking, travelling and being with her family.

Shakir Hector is a Premier Banking advisor who takes the utmost pride in making sure that his select clients of wealth management Canada and their families are well taken care of. As a partner to Investment Advisors and Private bankers throughout Atlantic Canada, his tailored advice approach a long side his personalized service allows clients to easily and efficiently manage their banking needs.

With 4 years of experience in the financial services at RBC, Shakir's advice based approach and client centric commitment allows him to offer the best in class client experience. During those years he has also given back to his community by participating it multiple events such as the Halifax Greek fest and Quinfest. These volunteering opportunities were vital in creating his extensive network within the communities.

Born and raised in the beautiful twin islands of Antigua and Barbuda, Shakir came to Canada in 2011 to study at the Saint Mary's University. With a Bachelor's degree in Science he applies problem solving and critical thinking in his approach to solve the everyday needs of his select clients.

Shakir currently resides in Halifax and spends his free time Hiking, Fishing and connecting with his peers.

As a Premier Banking Advisor for Atlantic Canada, Eliza Wang works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, she provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.

With over 6 years of experience in banking services with RBC, Eliza is respected by her clients, her peers and the industry and has received Top Performance recognition. Eliza is strongly committed to giving back to her community and acts as a Board Member and Vice President for Hong Kong Canada Business Association Atlantic Chapter for over a decade.

Eliza received her MBA from Saint Mary's University. When she away from the office, Eliza enjoys reading, cooking and volunteering at local SPCA. Eliza is fluent in English and Mandarin.