Investment Advisor
As an Investment Advisor with RBC Dominion Securities, Rudina Bardhi provides access to a comprehensive range of services to help her clients build and protect their wealth. Rudina draws on her expert knowledge and 23 years of banking experience to serve her clients with care and professionalism, including previous client relationship and management roles and a ten-year tenure as a Financial Planner.
Rudina has a genuine passion for working with clients and is honoured to use her knowledge and expertise to assist with all areas of their financial picture, including planning, budgeting, cash flow and investment management. She has a particular focus on helping female clients grow their confidence and feel empowered to make informed financial decisions, as well as those approaching or living in retirement to maximize their income and live out the retirement they have envisioned.
After earning an arts degree in Linguistics at University of Tirana, Albania, Rudina completed her MBA, Master of Business Administration, at University of Tirana in collaboration with Nebraska University. Committed to lifelong learning, she also earned her Personal Financial Planner (PFP) designation and completed the Canadian Securities Course (CSC).
Rudina considers the primary function of her role to be the first and only trusted advisor for her clients – someone they can rely on to help them accumulate and protect their wealth for themselves and future generations. Outside of work, Rudina enjoys reading, baking, traveling, swimming, and loves to go hiking in the Rockies with her husband, two children and their dog.
RBC Royal Trust
Russell Kane
Estate and Trust Advisor, RBC Royal Trust
Russell Kane brings over 26 years of experience to his role as an Estate and Trust Advisor to the Southern Alberta market. His depth of knowledge, coupled with his professionalism and dedication to client service, serves him well in dealing with the complexities of estate settlement.
Russell provides tailored solutions to help individuals carry out their many executor duties, expedite the settlement process, and maximize the estate’s value through knowledgeable handling of estate and tax issues. He is a member of the Estate Planning Council of Calgary, and works with allied professionals to keep abreast of current issues involving estate planning.
Russell understands that the role of executor is a difficult one and will take the time to make sure that clients are aware of the complete range of estate and trust resources offered by RBC. He helps executors to identify where RBC can help to lift the burden of an executorship, whether in a simple administrative capacity helping with specific tasks, or in a more comprehensive manner carrying out the entire estate settlement process on their behalf.
As a highly skilled Estate and Trust Advisor, Russell can discuss estate settlement and administration services, trustee services, trust structures, and other specialized services offered through RBC Royal Trust. He works with individuals, families and businesses who wish to protect their assets and transfer their wealth for generations. Clients also appreciate his sensitivity to the often difficult decisions and sometimes overwhelming responsibilities that can go hand in hand with the role of executor.
Active in his community, Russell is the President of the Rotary Club of Calgary Centennial, the Treasurer of the Kinsmen Club of Calgary Foundation, and a member of the Calgary Stampede Lotteries Committee. He served as Board Chair and Director for the Big Brothers and Sisters, Peace River region, and for the CanLearn Society.
Financial Planning Specialist
Kelly Kotello, B.Comm., CPA, CA, CFP
Financial Planning Specialist, RBC Family Office Services
Kelly is a Chartered Professional Accountant (CPA, CA) with over twenty years of post designation experience. Kelly completed her Bachelor of Commerce degree (major in Accounting) at the Haskayne School of Business at the University of Calgary. She has also completed Level 1, 2 and 3 of the CICA In-Depth Tax Course and is a Certified Financial Planner.
Prior to joining RBC, she was a tax manager at one of the leading international public accounting firms. Kelly specialized in providing tax preparation and tax planning to individuals, owner managers, corporate and high net worth clients.
Kelly’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.
Will & Estate Specialist
Vickie (Victoria) Schneider obtained both her Bachelor of Arts and Juris Doctor degrees from the University of Calgary. Vickie is a member of the Law Society of Alberta.
Prior to joining RBC, Vickie practiced law at a national law firm where she advised clients on estate planning and tax matters including Wills, trusts, enduring powers of attorney and personal directives. Vickie also has experience with estate administration and charity matters.
Vickie is a Society of Trust and Estate Practitioners (STEP) Calgary Branch Committee member.