Tracey Jonasson
Regional Vice President, Western Canada @Rbc Wealth Management, Royal Trust
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WORK HISTORY
Regional Vice President, Western Canada @Rbc Wealth Management, Royal Trust
EDUCATION
RRC Polytech
Business Administration
STEP Canada | The Society of Trust and Estate Practitioners (Canada)
TEP, Estate and Trusts
ABOUT TRACEY JONASSON
As a Regional Vice President, Tracey is responsible for strenghtening Estate & Trust Service\'s local market presence, driving business development and managing the business in the WesternCanada Region. With her highly developed technical knowledge, practical methodology and recognition of client needs, Tracey brings a balanced approach to the administration of complex Estate & Trust Structures, including Power of Attorney Accounts.We provide individuals, families and businesses with valuable estate, trust and incapacity solutions, tailored to their specific needs. Our Estate & Trust Services team is comprised of specialized and experienced professionals including legal counsel, accountants and other specialists with years of estate and trust experience. We are an exceptionally strong professional trust services firm, supported by the strength, stability and resources of RBC Financial Group, Canada’s largest bank.We offer our clients:Guidance through life events and times of transition with expertise, empathy and efficiency.Compassion and understanding of the family’s experiencePeace of mind knowing that there is stability and continuity to the long-term relationship with beneficiariesAssistance in the preservation, management and transfer of wealth between generations by providing solutions to carry out the intentions of our clients
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