Extending our reach with our extended team

 

Depending on your unique circumstances, our team will collaborate with a select group of world-class partners to round out our wealth management advice. Leveraging our in-house expertise and knowledge of your financial situation, our aim is to connect you to them at the right time on your road to financial success.

Advisor

Wanda Lavallée

Premier Banking Advisor, RBC Royal Bank


Advisor

Lori AsseIin

Premier Banking Advisor, RBC Royal Bank


Advisor

James Kopp, B.Comm. (Hons)

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Rebecca Bae

Will & Estate Consultant, Family Office Services, RBC Wealth Management


Consistent. Elevated. Proven.

 

Discover why families choose to work with us, generation by generation.

Let's talk