Nathalie Wybouw, MPM, CPA, CA, CFP - Financial Planning Specialist
Nathalie is a Chartered Accountant (CA) and has completed the Canadian Institute of Chartered Accountants' In-Depth Tax Course (Level 1 and 2). She has a bachelor in Business Administration (Major in Finance), a Certificate in Accounting and a Master in Project Management. She also completed the Certified Financial Planner (CFP) designation.
Prior to joining RBC, Nathalie was a manager at one of the large public accounting firms. She specialized in providing tax compliance services and tax planning to individuals and their owner-managed entities.
Mona-Lisa Lavallée, CPA, CA - Financial Planning Specialist
Mona-Lisa is a Chartered Professional Accountant (CPA), Chartered Accountant (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.
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.
Jason Lewis, BBA - Estate Planning Specialist
Jason Lewis, BBA, is a valuable member of your IA's team, helping you create and preserve your wealth.
Jason employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance products that will help them achieve their wealth management objectives. For more complicated situations, Jason will partner with your other professional advisors in the development of appropriate solutions.
Jason can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. Jason can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, Jason has access to insurance solutions from the top-ranked insurance providers in Canada.
Jason began his career in the insurance industry in 1996. He is currently pursuing his Certified Financial Planner designation.
Sharon Avery, BPR, LL.B - Will & Estate Consultant
Sharon earned a Community Services Diploma in 1986, a Bachelor of Public Relations degree from Mount Saint Vincent University in 1996 and a Bachelor of Laws degree from Dalhousie University in 2006. Prior to joining RBC Wealth Management, Sharon was in private practice with a large regional firm and practiced primarily in the areas of corporate commercial law, wills, estates and trust law, health law and medical defence. Before pursuing her law degree, Sharon spent over ten years in senior executive and management roles within the not-for-profit sector for organizations such as Phoenix Youth Programs, the ALS Society of Nova Scotia and the Heart & Stroke Foundation of Nova Scotia. Sharon is a mother of five and a former foster parent. She has a special interest in disability law.
Sharon is a member of the Canadian Bar Association and the Halifax Estate Planning Council. She currently serves on the Board of Governors of Mount Saint Vincent University and is Chair of the University’s Advancement and External Relations Committee. Sharon has served as a director on several charity boards including the Canadian Bar Association NS Branch, the Northend Community Health Clinic, Dalhousie Legal Aid Clinic, the Spina Bifida Association and Crime Stoppers Nova Scotia.