Natalee Blake

Albert Schoeley

Albert leverages over 20 years of experience to provide our clients with detailed planning uniquely tailored to their financial, tax, retirement, and estate needs. Prior to joining the Young Wealth Management Group team, he spent over a decade working as a Financial Planning Specialist with RBC Family Office Services, utilizing his Certified Financial Planner (CFP) and Chartered Professional Accountant (CPA, CA) designations to support advisors and their clients.

Albert attended the University of Waterloo, where he completed a Bachelor of Science degree in Science and Business and obtained his Master of Accounting degree. He is a Chartered Professional Accountant (CPA, CA) and has previously worked at a large public accounting firm as a Senior Tax Manager, where he focused in tax and provided professional services to an array of clients, from individuals to owner-managed businesses to publicly owned entities. Albert additionally has completed numerous In-Depth Tax Courses from CPA Canada, which is recognized as Canada’s premier tax training program, and is a member of the Canadian Association of Farm Advisors (CAFA).

When he’s not at the office, Albert enjoys spending time with his wife, Tanya, and their three young children.
 

Brad Young

People are at the heart of our business, and Brad never forgets it. “Helping families meet their needs so that they can enjoy their moments is the core of what we do,” he says. Leveraging over 30 years of industry experience, Brad serves as senior portfolio manager and leader of our team, applying his wealth management expertise to provide peace of mind for our clients.

Brad began his career in the trust and investment industry, specifically working with clients’ Will and estate concerns at RBC Royal Trust. His experience has taught him that the best way to help clients is through having meaningful conversations, whether that’s in person, over the phone, and more recently, over video. “It’s my job to prevent people from doing the wrong thing at the wrong time,” he says, “and the best way to do that is to stay connected to them.”

A graduate of the University of Western Ontario, Brad has achieved some of the top accreditations in the industry, including the Chartered Investment Manager (CIM) designation, Personal Financial Planning (PFP) designation, Financial Management Advisor (FMA) designation, and his life insurance certification.

Outside of work, Brad likes to stay active with a regular fitness routine. He equally enjoys unwinding with family and friends, whether that’s with a glass of wine or at the family cottage with his wife, Michelle, and their children and grandchildren.

 

Ann Diab

Ann Diab works as a Group Retirement Savings Consultant with RBC Group Advantage™ in London and surrounding areas and specialize in helping businesses attract and retain top talent. With over 17 years’ experience in banking; Ann implements financial wellness programs that will have tremendous impact on an employee’s wellbeing; reducing their stress and creating a happy, and loyal work force. Ann can help build a tailored solution that meets the goals and objectives of your practice as well as the needs of your employees. Ann is  passionate about fostering inclusivity, empowering people, and building trust and loyalty with clients and partners. Ann works collaboratively with a team of specialists and advisors to deliver a unique one-on-one approach that gives employees exclusive access to products, services, and rewards from RBC Royal Bank.

Ann holds a Bachelor of Arts Degree  and has obtained Retirement Plan Associate (RPA) Canada Designation through International Foundation of Employee Benefits Plans. Outside of work, Ann is actively involved in several community initiatives that support disadvantaged and underrepresented women, as well as intellectually challenged individuals.