Mary Ellen Isenor, CA, CFP
Financial Planning Specialist
Mary Isenor is responsible for providing comprehensive financial planning and wealth management solutions for clients, including cash flow management, tax, retirement, insurance and estate planning. Prior to joining RBC, Mary was providing professional services to individuals and their owner-managed entities, specializing in tax planning. During her career, Mary has been employed by two of the large public accounting firms where she advised on the tax consequences of mergers, reorganizations along with estate and trust planning.
Paul DeJager, B.Sc., MBA, CFP, CLU, CHS
Estate Planning Specialist
Paul can help you protect the wealth you have worked to build through innovative insurance-based strategies that minimize the impact of taxes on your estate. Paul has been employed in the financial services industry since 1998, and has extensive experience working with a number of Canada's largest insurance companies. He is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and holds the Certified Health Specialist (CHS) designation.
To view some of our insurance brochures, please use the links below;
Sharon Avery, LL.B.
Will & Estate Consultant
Sharon provides you with information on structuring your estate in an efficient and tax-effective manner. Prior to joining RBC Dominion Securities, Sharon was in private practice for a large regional firm, and practiced in the areas of medical defence, health law, estate litigation, wills, estates and trusts. Sharon earned her Bachelor of Laws degree from Dalhousie Law School in 2006, a Bachelor of Public Relations degree from Mount Saint Vincent University in 1996 and a diploma in Community Services in 1986.