Meet the team

En partenariat avec votre conseiller pour la protection de votre patrimoine et de votre tranquillité d’esprit.

Tom est déterminé à vous aider à atteindre vos objectifs afin de bâtir, de protéger et de transférer votre patrimoine. Fort d’une expérience de plus de 30 ans dans le secteur des services financiers, il travaille avec ardeur et s’efforce de procurer de précieux services de planification successorale et de gestion du patrimoine en offrant des solutions d’assurance.

Membre du Estate Planning Council of Ottawa, Tom détient les titres de planificateur financier agréé, d’assureur vie agréé et de conseiller financier agréé. Il détient un baccalauréat en économie de l’Université Carleton.

Dans ses temps libres, Tom fait du bénévolat en tant que trésorier du conseil du Rivermead Golf Club. Il se tient occupé en pratiquant le golf, le curling et la course à pied, et il est un fier partisan des équipes sportives de la ville d’Ottawa.

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 35 years of trust industry experience to her 
role as Regional 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), Financial Planner (Quebec Institute of 
Financial Planners - IQPF), and Trust and Estate Practitioner (TEP), 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.