Our Partners

Coming from one of the major global accounting firms, Chris brings a broad range of experience to his role as a Financial Planning Specialist. In his previous role as a senior tax manager, he spent many years working with private companies, high net worth individuals, trusts and partnerships. His work focused on tax minimization strategies and corporate reorganizations.

Chris is a Chartered Professional Accountant (CPA, CA) and holds a Bachelor of Commerce (Honours) degree from the University of Ontario Institute of Technology. He has completed CPA Canada’s In-Depth Tax Course and In-Depth Tax Issues for the Owner-Managed Business Course. Chris shares his knowledge and experiences through his role as Group Study Leader for the In-Depth Tax Course, and as a facilitator for CPA Ontario’s Professional Education Program. He is also a member of the Canadian Tax Foundation.

Chris’ role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial planning concerns you may have.

Abby specializes in tax and estate planning for high-net-worth and ultra-high-net-worth families.

Her guidance supports clients in their relationships with their external professional advisors, with whom she frequently interacts.

Prior to joining High Net Worth Planning Services, Abby provided tax, retirement, estate and financial planning advice to RBC advisors and their clients. She has written articles on various topics including charitable donations, executive compensation, tax planning and retirement planning.

Prior to joining RBC, Abby worked in a medium-sized accounting firm assisting business executives and high net worth clients with their tax planning and estate planning. She worked closely with owner-manager shareholders to assess and recommend the best tax planning strategies, the best corporate structure and the most suitable succession plan.

Abby is a Chartered Accountant and has a Bachelor in Economics and Commerce from the University of Toronto. She completed the In-Depth tax courses I and II and the Canadian Securities Course. She is also a Registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP) and has obtained the STEP Advanced Certificate in Family Business Advising. Abby is also a Certified Financial Planner (CFP).

As a Business Owner Specialist, High Net Worth Planning Services, Abby, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.

Her guidance supports clients in their relationships with their external professional advisors, with whom she frequently interacts.

Prior to joining High Net Worth Planning Services, Abby provided tax, retirement, estate and financial planning advice to RBC advisors and their clients. She has written articles on various topics including charitable donations, executive compensation, tax planning and retirement planning.

Prior to joining RBC, Abby worked in a medium-sized accounting firm assisting business executives and high net worth clients with their tax planning and estate planning. She worked closely with owner-manager shareholders to assess and recommend the best tax planning strategies, the best corporate structure and the most suitable succession plan.

Abby is a Chartered Accountant and has a Bachelor in Economics and Commerce from the University of Toronto. She completed the In-Depth tax courses I and II and the Canadian Securities Course. She is also a Registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP) and has obtained the STEP Advanced Certificate in Family Business Advising. Abby is also a Certified Financial Planner (CFP).

Ariel graduated from the University of Ottawa with a degree in Business Administration in 1992, and from the Faculty of Law in 1994 where he served on the editorial board of the Law Review.

He was called to the Ontario Bar in 1996. Prior to joining RBC, Ariel spent 5 years teaching Real Estate Law and Estate Law at La Cité Collégiale in Ottawa. For the previous 12 years, Ariel held several positions at a major trust company, culminating in the role of Trust Manager.

Ariel is a member in good standing of the Law Society of Upper Canada, and the Society of Trust and Estate Practitioners (Canadian chapter). His significant practical experience in estate planning and administration allows him to offer valuable guidance during the creation of your estate plan.

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. Beforehand, she spent 13 years with a leading life insurer, focused on providing insurance solutions expertise to advisors and product marketing.

Committed to ongoing development, Tracey has obtained the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designation.

As a Regional Trust Advisor, Claudia Morrison serves clients throughout the Ontario and Atlantic regions and is located in the Ottawa office. Claudia provides strong organizational and relationship-building skills to deliver comprehensive estate and trust solutions for executors, trustees and beneficiaries. Clients appreciate her ability to explain complex concepts of estate and trust administration in terms that they can relate to and with sensitivity.

A graduate of Carleton University with a Bachelor of Arts Honours degree, Claudia has continued to deepen her knowledge and expertise with key industry designations such as the Personal Financial Planner (PFP) and Chartered Investment Manager (CIM) designations. She has also completed the Canadian Securities Course.

Claudia has held various roles in banking, investment counselling and estate and trust administration that provide her with a unique depth of understanding around integrated solutions to meet client needs. With more than 20 years of financial services experience, Claudia brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. Claudia understands that no two clients are the same and so together with her RBC Estate & Trust Services partners, she can find the solution that’s right for you.

As a Premier Banking Advisor for the Greater Kingston region, Frances Kerr works as a single point of contact, providing banking and credit solutions for select clients of Dominion Securities and their families. Partnering with Investment Advisors across the region, she provides personalized service and tailored advice to help clients save time and effectively manage their day-to-day banking and credit solutions.

Frances has 21 years of experience in the financial services industry, including over 17 years with RBC. Prior to her current role, she worked as a Banking Advisor and a Mortgage Specialist with RBC.

Respected by her clients and her peers, she has received regular recognition as a top performer at RBC, including as a member of the RBC Presidents Club and a Bronze Award Winner. She holds a Business Diploma from Seneca College of Applied Arts & Technology.

Committed to giving back to her community, Frances has volunteered with Brighton Health Centre, Junior Achievement, Hospice Fund Raisers and Christmas at Presqu'ile.

Frances was born and raised in Scarborough, Ontario. She currently resides in Kingston with her husband and has two sons in post education. Her hobbies include camping, traveling, curling and entertaining family and friends.