Our Partners

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Prashant Patel, CFP, TEP

Vice-President, High Net Worth Planning Services, RBC Wealth Management


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James Wong, CPA, CA, CBV

Vice-President, High Net Worth Planning Services, RBC Wealth Management


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Kelly Rivard, LL.B, CFP, TEP

Vice-President & Will & Estate Consultant, RBC Wealth Management


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Mark Chan, CPA, CA

Financial Planning Specialist, RBC Wealth Management


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Barrington Grey, CLU, CFP, FEA

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