Ryan is a Chartered Professional Accountant (CPA) and is currently pursuing his Certified Financial Planner (CFP) designation. He has completed the Master of Taxation graduate degree from the University of Waterloo and holds a Bachelor of Commerce from Toronto Metropolitan University with a major in accounting and minor in finance. He is a member of the Canadian Tax Foundation.
Prior to joining RBC, Ryan was employed as a Tax Manager at one of the leading global accounting firms. He specialized in providing personal, corporate, and estate planning services to high-net-worth individuals and their owner managed entities. His work focused on tax minimization strategies and reorganizations.
Ryan believes that planning is critical to helping people meet their financial goals. Ryan’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan.
Joanne obtained her Bachelor of Arts and Bachelor of Laws degrees from the University of the Witwatersrand, South Africa. She earned her Juris Doctor degree from the University of Victoria, Canada. She was called to the Ontario Bar and is a member of good standing with the Law Society of Ontario.
Prior to joining RBC Wealth Management, Joanne has had a rich and varied career working in both large and small firms in private practice as well as working for a number of years as in-house counsel for a large international technology company. In the last few years in private practice, Joanne specialized in the areas of will and estate planning, estate administration, trust planning, and family business succession planning.
As a Wills and Estate Consultant, Joanne provides comprehensive estate planning services to clients.
As a trusted partner of your advisor's team, Peter champions the integration of insurance solutions as an essential part of holistic wealth management planning.
Peter joined RBC in 2017. He has spent over 25 years in the financial services industry primarily focused on helping clients fulfill their financial dreams. Believing that it is never too early to plan, Peter is there to help discuss and provide solutions to protect yourself, your loved ones and your business in the event of the unexpected.
Peter received a Bachelor of Arts (BA) degree from the University of Toronto and holds the Personal Financial Planner (PFP) designation. He is passionate about spending time with his two younger daughters and faithfully cheering on his hometown team, the Toronto Raptors.
Colin Ardill, FEA
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
You’re the biggest beneficiary.
Colin Ardill stays humble. Even so, he’s not shy about being a man on a mission: to overturn 150 years of misunderstanding about life insurance, one day at a time.
Most Canadians see only one dimension to life insurance: that it’s of no use to the living. But Colin sees it in three dimensions. There is the death benefit that everyone can see – but life insurance also provides tax-exempt growth, and it allows the holder to spend more money in retirement than they otherwise could. Says Colin: “The person buying the policy is going to be the biggest beneficiary.”
Colin has been in the estate planning business for over 15 years. His core purpose – the heart of everything he does – is to leave everyone he meets better off.
With a career focused on client-facing roles, Lesley Donsky is dedicated to providing her clients with a personalized service tailored to their needs. She works effectively with individuals, families and businesses to provide customized estate, trust and incapacity solutions.
Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a power of attorney, Lesley can help. Lesley is a graduate of the University of Windsor Faculty of Law with a Juris Doctor degree, and holds a Trust and Estate Practitioner (TEP) designation. Called to the bar in 2017, she is a member of the Law Society of Ontario, the Junior Trust and Estate Practitioners (JTEP), the Canadian Bar Association (CBA) and the Ontario Bar Association (OBA), as well as a full member of the Society of Trust and Estate Practitioners (STEP). Prior to obtaining her law degree, Lesley earned an Honours Bachelor of Arts in Sociology and Criminology from Western University, where she was awarded the Gold Medal in Criminology for her academic achievement.
Early in 2022, Lesley was nominated and shortlisted for the Young Practitioner of the Year Award through the STEP Client Awards, which recognizes excellence among practitioners who demonstrate great promise in the industry. Before joining RBC Royal Trust, Lesley worked under one of Toronto’s top will and estate planners and completed her articling term at one of Toronto’s top estate litigation firms.
With more than five years of legal experience, Lesley brings to each client the necessary skill set to offer both the technical expertise and a genuine understanding of the emotional complexities that underlie these issues, to find a solution that’s right for her clients’ needs.
As a Premier Banking Advisor, Shelly Lall works as a single point of contact, providing personalized service and tailored advice to help save time and effectively manage day-to-day banking and credit needs for select clients of Wealth Management Canada and Partnering with Investment Advisors and Counsellors across the Vaughan, New market and Aurora Region.
Shelly holds her FP1 Financial Service Advice Certification and has been providing exceptional client experience in Financial Services with RBC since 2001. Shelly is respected by her clients and industry peers. She has received top performer recognitions on a regular basis and is also a proud recipient of RBC Convention Award.
Shelly has continued on delivering holistic advice and helped clients reach their financial goals. Shelly's proven collaboration success along with her business growth mindset is a great strength and asset for RBC premier banking and RBC wealth management Canada.
Shelly believes in giving back to community as she supports Women of Prayer Charity, where she motivates & encourages other women in tough times. Shelly enjoys listening to music, travelling & spending time with her family & friends.
Teresa Anastasopoulos is a Private Client Insurance Specialist. Through a personalized risk assessment approach, she provides tailored insurance solutions to protect your client’s wealth, possessions and lifestyle.
Teresa has over 26 years of industry experience. Prior to joining RBC, she was a trusted Account Executive at brokerages such as Gallagher and Jones DesLauriers. Teresa holds a Chartered Insurance Professional (CIP) and Canadian Accredited Insurance Broker (CAIB) designation with the Insurance Institute of Canada.
Teresa is proud to represent RBC Private Insurance and is passionate about providing best in class service. Together with her team, she will work with your client to protect what matters most.