Joseph Power
Will and Estate Consultant, LL.B and TEP
Joseph graduated from Carleton University in 1988 and from the University of Western Ontario Law School in 1991. He was called to the Ontario Bar in 1993.
He is an Associate Member of The Society of Trust and Estate Practitioners and a Member of the Carleton County Law Association.
Prior to joining RBC, he practised estate planning in private practice and served as Will & Estate Consultant with Royal Trust Corporation.
He was an instructor for the Ontario Bar Admission Course in Estate Planning and Administration and has been an instructor at the University of Ottawa Law School since 2003 teaching the Will & Estate course.
Joseph works closely with us to provide solutions surrounding minimization of tax and transferring wealth to the next generation. He provides a detailed report outlining various estate planning issues for our clients to explore in detail with their own lawyer or accountant.
Michael Keyes
Estate Planning Specialist, Vice President, B. Comm., CLU
Mike Keyes is a valuable member of the Michael Moffat team, helping clients create and preserve wealth.
Mike employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance products to achieve wealth management objectives. For more complex situations, Mike will partner with other professional advisors to develop appropriate solutions.
Mike can focus on both personal and corporate insurance solutions to help increase net worth and reduce impact of taxation. He can also ensure wealth is efficiently transferred to heirs in accordance with your wishes. To help in this endeavour, Mike has access to insurance solutions from the top-ranked insurance providers in Canada.
Mike began his career in the insurance industry in 1990 and is considered an expert in his field. He holds the Chartered Life Underwriter designation.
Tracey Goldie
CFP, CLU, Estate Planning Specialist
Tracey is an integral member of the team, helping to create, preserve and increase wealth by incorporating insurance-based solutions within comprehensive financial plans.
Specializing in estate planning, Tracey applies innovative and tax-efficient solutions to a variety of wealth management issues and is skilled at simplifying their complexities. Her individualized approach to personal and corporate insurance planning help clients achieve their wealth management objectives and reach their estate and financial goals.
Beginning her financial services career in 1994, Tracey joined RBC in 2012 after spending 13 years with a leading life insurer, focused on providing insurance solutions, expertise, and product marketing. In addition, Tracey has obtained the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations.
She not only has had a major impact in the Insurance industry but also senior leadership.
In 2021, Tracey not only became the top Estate Planning Specialist (EPS) for RBC Wealth Management Services Inc. (WMFS) but she is the top Estate Planning Specialist of all time.
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