Joyce Burnett, B.Sc.,LL.B.,TEP
Will & Estate Consultant
Prior to joining RBC Joyce practiced law exclusively in the areas of wills, estate planning, estate administration trusts, and charities law for ten years. She has taught professional and continuing education seminars to the Legal Education Society of Alberta and the Canadian Bar Association. Joyce is a member of the Society of Trust and Estate Practitioners, the Canadian Bar Association Wills and Estates, and Elder Law Subsections. She has spoken at many public and private seminars on the importance of estate planning, including planning for incapacity and succession.
Joyce works closely with Laura to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting Joyce will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.
Colin Biblow, CFP, FMA
Estate Planning Specialist
Colin began his career in the insurance industry in 2002 working for a national wealth management firm, focusing on investment management and insurance solutions. He joined RBC in 2011. Colin attended the University of Regina in the Faculty of Administration, completing his degree in 2002. He has earned his Certified Financial Planner (CFP) and Financial Management Advisor (FMA) designations. He is also a member of ADVOCIS, The Financial Advisors Foundation of Canada, which is the oldest and largest voluntary professional membership association of financial advisors and planners in Canada.
Working closely with Laura, Colin employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations he works with your other professional advisors in the development of appropriate solutions.
Tracy Evison-Harrell, CFP
Tracy brings over 30 years of experience in financial services and throughout RBC as her role as Private Banker. Prior to joining Private Banking, Tracy ran a successful financial planning practice at RBC. Her experiences bridge banking, financial planning, investing and dedicated personal service.
By partnering with abroad group of RBC experts in Canada and in key markets worldwide, Tracy is able to provide a complete range of services including business banking, estate planning, domestic and international trusts, financial planning and investing. She will work with Laura to provide comprehensive, integrated financial solutions.