ERNESTO HACHEY - Key Persons
Adam supports Ernesto in multiple areas of the business but with the main focus on investment management and analysis. Adam, born and raised in Ottawa, played competitive sports his whole life which eventually led him to play hockey at the university and professional level. Adam's dedicated mindset and strong work ethic will be a valuable piece to the team's overall growth and success.
Adam graduated as a student-athlete from the University of Ottawa with a specialization in finance. Outside the office, Adam enjoys hockey, golf, working out, and socializing with friends.
Job Titles:
- Investment Advisor & Financial Planner
Job Titles:
- Vice - President, High Net Worth Planning Services, RBC Family Office Services
As a Business Owner Specialist, High Net Worth Planning Services, Bobby, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.
Bobby has over 15 years of experience working with owners of privately held businesses to help them develop business succession, tax and estate planning solutions tailored to their goals and objectives. Prior to joining High Net Worth Planning Services, Bobby provided tax, retirement, estate and financial planning advice to RBC advisors and their clients. He has written articles on various topics including determining the value of a business, farm succession planning, tax planning and retirement planning.
Prior to joining RBC, Bobby was a Vice President at a boutique business valuation firm in Toronto where he worked with business owners to help them determine the value of their business for divestitures, litigation, tax and estate planning purposes. He also worked with owners to help them identify the value drivers of their business.
Bobby is a Chartered Business Valuator, a Chartered Professional Accountant and has a Bachelor of Commerce degree from the University of Toronto. He has also completed all three levels of the CPA In-Depth Tax Course.
As a Regional Trust Advisor, Claudia Morrison serves clients throughout the Northeastern Ontario and Atlantic regions and is located in the Ottawa office. Claudia provides strong organizational and relationship-building skills to deliver comprehensive estate and trust solutions for executors, trustees and beneficiaries. Clients appreciate her ability to explain complex concepts of estate and trust administration in terms that they can relate to and with sensitivity. A graduate of Carleton University with a Bachelor of Arts Honours degree, Claudia has continued to deepen her knowledge and expertise with key industry designations such as the Personal Financial Planner (PFP) and Chartered Investment Manager (CIM) designations. She has also completed the Canadian Securities Course. Claudia has held various roles in banking, investment counselling and estate and trust administration that provide her with a unique depth of understanding around integrated solutions to meet client needs. With more than 20 years of financial services experience, Claudia brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. Claudia understands that no two clients are the same and so together with her RBC Royal Trust partners, she can find the solution that's right for you.
Job Titles:
- Vice - President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc
For Colin, it's not about focusing on money but rather on making it work the way you want. It's about seeing your family and business properly protected. It's knowing that he is there to help alleviate stress related to financial worry.
Colin is driven to provide the best financial advice that aligns with your wealth goals and objectives. A firm believer that there is a need to keep conversations fluid and ongoing ensures he provides you with estate planning advice and insurance-based solutions that address your needs.
Married with 2 daughters and busy chasing after 2 dogs, Colin's happiest being with those he loves. His Prairie upbringing instilled the value of family and to be grateful for life's simple things. "I'm here. I want to help others and I'm always willing to do more."
Job Titles:
- Advisor
- Associate
- CIM / Associate Advisor
Dylan supports Ernesto in all facets of the business, mainly in the areas of business development, wealth planning and portfolio management. Growing up in an entrepreneurial household inspired his keen interest in entrepreneurship. Dylan has developed a deep understanding of the problems entrepreneurs face within and outside their businesses. By implementing our team's planning-first mindset, he focuses each client on possible solutions rather than the financial challenges they may face.
A graduate of the Telfer School of Management at the University of Ottawa, Dylan earned a Bachelor of Commerce specializing in finance. When not in the office, you can find Dylan crafting recipes, socializing with friends or riding his mountain bike.
Job Titles:
- Will & Estate Consultant, RBC Family Office Services
Jonah attended the University of Ottawa where he completed a Bachelor of Arts Degree in 2003. He subsequently attended Dalhousie University where he completed his Bachelor of Laws (LL.B.) degree in 2006. Upon completion of his articling position, Jonah practiced law for four years in the areas of tax and estate planning and corporate law where he worked closely with individuals and business owners to implement complex solutions to meet their particular needs.
In 2011, Jonah entered the financial services industry where he has spent his career completing comprehensive estate and financial plans and acting as a resource for high net worth and business owner clients.
Jonah received his CFP designation in 2013 and is a member of FP Canada as well as the Law Society of Ontario.
As a Will & Estate Consultant, Jonah provides comprehensive estate planning services to clients, offering sensible and practical solutions to meet their individual needs..
Job Titles:
- Administrative Assistant
- Dominion Securities As the Assistant Branch Operations Manager
Kayla supports the team in all administrative tasks and keeps us running a tight ship. Kayla first joined Dominion Securities as the Assistant Branch Operations Manager for our Ottawa Preston branch. Originally from Guelph, Kayla made the leap from the Publishing and Marketing world to the Financial Industry, bringing a fresh perspective, editorial attention to detail and organizational prowess to the business.
Kayla graduated from Carleton University. When away from the office, you can find Kayla at the movies, spending time at her family's farm, or out with the girls.
Job Titles:
- Branch Operations Manager
Job Titles:
- Assistant Branch Operations Manager
Job Titles:
- Chartered Professional Accountant
- Financial Planning Specialist, RBC Family Office Services
Samuel is a Chartered Professional Accountant (CPA, CA), CERTIFIED FINANCIAL PLANNER® or CFP practitioner and has completed the Chartered Professional Accountants of Canada's In-Depth Tax Course. He holds a Bachelor of Commerce degree from Carleton University (concentration in Accounting).
Samuel brings a broad range of experience from his prior roles as a tax manager at both a local and international accounting firm. He has specialized in providing tax advisory, corporate reorganizations and estate planning services to high-net individuals and owner-manager businesses.
As a Financial Planning Specialist at RBC Family Office Services, Samuel's role is to work with and support advisors in preparing and presenting comprehensive Compass Financial Plans for clients.