A team approach to professional wealth management

The RBC Wealth Management Services team works closely with us to provide strategies to help reduce your taxes, plan for your retirement and protect your legacy.

With over 250 highly accredited tax, legal and financial professionals, the industry-leading RBC Wealth Management Services team helps us provide the integrated wealth management solutions you would normally only expect to find at a family office acting for Canada's wealthiest families.

From comprehensive financial plans to guidance on complex tax and legal issues, this team of highly skilled specialists helps your Investment Advisors create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors.

The team’s areas of expertise include:

  • Retirement planning: Helping you meet your retirement income goals and maximize your after-tax retirement income
  • Financial planning: Creating a comprehensive strategy to help you stay on track to meeting your financial and life goals
  • Taxation: Implementing strategies to help reduce your family’s tax burden
  • Business ownership planning: Helping you effectively transition from your business while reducing taxes and maximizing retirement assets
  • Estate and trusts: Efficiently transferring your wealth to the next generation
  • Insurance solutions: Providing financial security, tax reduction, enhanced retirement income and legacy protection
  • Charitable giving: Helping you maximize your charitable legacy

Advisor

Brittanee Laverdure

Regional Vice President, Indigenous Wealth, RBC Royal Trust


Advisor

Faisal Jamal, CPA, CA

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


Advisor

Coady Cormier, BBA (Fin), LL.B, TEP

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


Advisor

Aileen Battye, LL.B, TEP

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


Advisor

Doreen Costantini, CIM

Vice-President & Financial Planning Specialist, RBC Wealth Management Canada


Advisor

Rebecca Bae

Will & Estate Consultant, RBC Family Office Services


Advisor

James Kopp, B.Comm. (Hons)

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


Advisor

Kara McCallum, CFP® PFP® RPA®

Group Advantage Consultant, RBC Royal Bank


Private Banking Partners

Advisor

Tom Thomas

Private Banker, RBC Private Banking


Advisor

Corinne Popoff

Private Banker, RBC Private Banking


Advisor

Ryan Schwab

Private Banker, RBC Private Banking


Advisor

Matthew Nishi

Private Banker, RBC Private Banking