RBC

Royal Bank of Canada is a global financial institution headquartered in Toronto, Canada, offering a comprehensive range of services including personal and commercial banking, insurance, wealth management, and capital markets. Its Personal & Commercial Banking segment provides various financial products such as checking and savings accounts, personal loans, and payment solutions. The Wealth Management segment delivers tailored advice and strategies to high net worth individuals and institutional clients. The bank's Insurance segment offers life, health, and property insurance solutions. RBC Capital Markets serves as the bank's investment and corporate banking arm, providing advisory and financing services to corporations, institutional investors, and governments across multiple sectors, including technology, healthcare, and manufacturing. Additionally, RBC Capital Partners focuses on private equity and venture capital investments, targeting early to late-stage companies across diverse industries. Established in 1864, RBC has built a strong reputation and is recognized for its high credit ratings and extensive global reach.

Rishika Aggarwal

Analyst

Cale Bentley

Vice President

Stewart Burton

Vice Chairman

Sandrine Cailleteau

Managing Director, Healthcare

John Clark

Director, National Client Group

Wayne Fraser

Managing Director, Corporate Client Group and Head, Alberta and Territories

Katherine Gibson

interim CFO

Aly Gillani

Managing Director and Head, Canadian Tech Investment Banking

David Goldband

Vice President

Matthew Hall

Director

Jane Henderson

Vice President of Senior Commercial Markets

Simone Johnson

Vice President, Securitisation

Haitham Karaket

Managing Director, Investments Services

Kelly Kerr

Senior Vice President, RBC Wealth

John LaVoie

Managing Director

Janice Lai

Vice President

Barrie Laver

Managing Director, Head of Venture Capital and Private Equity

Brandon Lew

CEO

Steve Lewis

Director

Alexander Lim

Managing Director

Yonette Chung McLean

Managing Director

Jordan McMullen

Director

Matt McPhillips

Investment Banking Associate

Eric O'Dell

Managing Director and Head of Automotive and Advanced Mobility

Greg Pardy

Analyst

Lewis Reynolds

Senior Vice President and Senior Commercial Relationship Manager, Commercial Markets

Laura Ryan

Vice President

Donald Sanya

President

Peter von Schilling

Managing Director

Hannah Sloane

Associate Director, Corporate Communications

Andrew Smith

Managing Director

Patrick Trainor

Managing Director

Julia Wall

Associate Director, Venture Capital and Private Equity

Jeffrey Wong

Vice President

Jason Yang

Investment Banking Analyst

Past deals in Wealth Management

W.P. Carey

Post in 2023
W.P. Carey is a prominent real estate investment trust headquartered in New York, specializing in net lease properties. Founded in 1973, it has built a diversified portfolio of over 1,200 operationally-critical commercial properties encompassing approximately 142 million square feet, primarily located in the United States and Northern and Western Europe. The company focuses on high-quality single-tenant assets, including industrial, warehouse, office, retail, and self-storage facilities, which are subject to long-term leases with built-in rent escalators. W.P. Carey is recognized as one of the largest owners and managers of net lease assets, employing a credit and real estate underwriting process that spans various industries. The firm's long-term leases with creditworthy tenants generate stable cash flows, enabling consistent dividend income for investors.

Conquest Planning

Series A in 2023
Conquest Planning Inc., founded in 2018 and based in Winnipeg, Canada, is a FinTech company that offers an online financial planning and advice platform. The company's innovative solution aims to democratize access to financial advice, enabling users to create and manage their financial futures independently. Conquest Planning's platform features an intuitive user interface and a streamlined onboarding process, utilizing data-driven artificial intelligence to generate personalized financial plans in a visually appealing format. This approach enhances user engagement and empowers individuals to take control of their financial planning.

Wave

Series D in 2017
Wave is a financial management company that specializes in providing online software solutions for small businesses. Founded in 2009 and headquartered in Toronto, Canada, Wave offers a comprehensive suite of services including accounting, invoicing, payroll, and payment processing. With over 3 million users in more than 200 countries, Wave is dedicated to enhancing the operational efficiency of micro and small businesses by helping them manage their finances effectively. The platform enables business owners to improve cash flow and streamline financial tasks, allowing them to focus on growth and sustainability.
Element Fleet Management (TSX: EFN) is the leading global fleet management company, providing world-class management services and financing for commercial vehicle and equipment fleets.

Arcmont Asset Management

Acquisition in 2010
Arcmont Asset Management, established in 2011, is an independent asset management firm based in London. It originated as a spin-out from the private debt team of BlueBay Asset Management and received backing from Dyal Capital Partners. The firm specializes in providing debt services across Europe, focusing on delivering tailored investment solutions to a diverse client base. Arcmont emphasizes a strategic approach to debt investment, leveraging its expertise to navigate various market conditions effectively. The firm aims to meet the needs of institutional investors and other clients seeking to enhance their portfolio performance through targeted debt investments.

Mourant Private Wealth

Acquisition in 2008
Mourant Private Wealth is a Jersey-based private client trust business of Mourant. The company provide exceptional and integrated trusts and private client services covering both contentious and non-contentious matters in all our jurisdictions. It offers offshore legal services in banking, corporate, financial services, restructuring and insolvency, and structured finance and securitization areas; private wealth services; and treasury, cash management, and banking services. The company also provides third-party administration and offshore law services for enterprises and individuals. It serves financial institutions, multinational corporations, fund promoters, and high net worth individuals in private equity, hedge funds, real estate funds and finance, corporate and banking, and structured finance markets. ItsInternational Trusts & Private Client team comprises some of the most renowned litigators and legal advisers in the offshore world.
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