Backed by a wide range of experts

We’re honoured to partner with some of the hardest working, intellectually-dedicated experts in this industry, who are as passionate as we are about helping our clients. This includes our partners at RBC Wealth Management, below, RBC Capital Markets, and our extensive external network of specialists.

Advisor

Barrington Grey, CFP, CLU, FEA

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


Advisor

Kelly Rivard, LL.B, CFP, TEP

Vice-President & Will & Estate Consultant, RBC Family Office Services


Advisor

Prashant Patel, CFP, TEP

Vice-President, High Net Worth Planning Services, RBC Family Office Services


Advisor

Murray Shapiro, BA, LL.B, TEP

Vice-President, High Net Worth Planning Services, RBC Family Office Services


Advisor

Tracey Goldie, CLU

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


Advisor

Joel Cuperfain, CLU, BA, LL.B, LL.M, TEP

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