As a Premier Banking Advisor, Jorge Avalos Romo provides banking and credit solutions to select high net worth individuals and their families. Acting as a single point of contact, he partners with Investment Advisors and Counsellors across the Etobicoke, Mississauga and Brampton regions, and provides personalized service and tailored advice to efficiently and effectively manage their day-to-day banking needs.
With 10 years of experience in financial services with RBC, Jorge is respected by his clients and industry peers, and has received numerous awards and recognition.
Jorge is committed to giving back to his community and has volunteered for various organizations such as: Toronto Youth Development, PARC Edmond Place and Ernestine's Women's Shelter.
Born in Guadalajara, Mexico, he moved to Canada in 2008. Jorge holds a Bachelor of Business Administration from the University of Michoacan San Nicolas de Hildalgo.
He currently resides in the Toronto with his wife and four children and when he isn't hard at work for his clients, you'll find him spending time with his family and enjoying his pastime sport of swimming.
As a Premier Banking Adviser with RBC Wealth Management, Alka provides comprehensive wealth management and financing strategies to high-net worth business owners, executives, professionals and their families.
Based in Mississauga/Etobicoke Alka works with a select number of clients to address their banking, credit and wealth management needs by providing tailored seamless solutions. When necessary, she can access specialists from across RBC to collaboratively provide a complete range of complementary services such as; investment management, estate/legacy planning, trust services and credit and leverage strategies.
With over 30 years of experience at RBC, Alka is greatly respected by her clients and appreciated by her peers as a great mentor. For the last 12 years, she has been a Financial Advisor in Retail Banking. She holds a Personal Financial Planner (PFP) certification and has also worked at as Branch Compliance Officer (BCO) to uphold the rules and regulations of the Financial Industry Standards in retail banking.
Alka grew up in Calgary, Alberta but has been settled with her husband and two children in GTA for the past 36 years. In her leisure time, she enjoys exploring nature trails with her family and dog, practicing yoga and gardening.
Grant Henri, PFP, F.Pl., TEP
Vice-President, High Net Worth Planning Services, RBC Family Office Services
Grant attended Concordia University in Montreal where he completed a Bachelor of Commerce degree in 1992. He holds three financial planning designations, a Specialist designation from the Trust Institute, and is also a member of the Society of Trust and Estate Practitioners. Grant has completed the in-depth tax program with the Canadian Institute of Chartered Accountants (Levels I, II and III).
Grant has over 25 years of progressive experience in various roles within the financial services field. In addition to his work with RBC Wealth Management, he is currently teaching Tax and Estate Planning courses for the Institut Québecois de Planification Financière to support the continuing education requirements of financial planners in the province of Quebec. Grant has also provided support to the Financial Planners Standards Council of Canada as a subject matter expert and has taught financial planning courses at George Brown College in Toronto.