Wealth Management Specialists

Comme je refuse de ne faire que ce qui est suffisant et que j'aime les défis, je tiens à établir un partenariat avec mes clients afin de leur offrir des solutions créatives qui les aident à satisfaire leurs besoins changeants en matière de planification successorale et d'assurance.

Pour Chris, la confiance est tout ce qui lui importe. Il reconnaît que la confiance se mérite et que pour établir une relation de confiance, il lui faut exceller tant au plan personnel que professionnel. Sa carrière est fondée sur l'établissement de relations solides, en ce qu'il s'assure de ne rien prendre pour acquis et de toujours respecter ses engagements. Chris offre une qualité de service irréprochable en misant continuellement sur sa connaissance du produit, un soutien éclairé et, tout particulièrement, de nouvelles idées pour satisfaire vos besoins uniques.

Faisant partie de l'industrie financière depuis 2001, Chris a passé plusieurs années auprès d'une des sociétés canadiennes d'assurance-vie les plus réputées. Résolu à s'améliorer et à toujours être à jour quant à ses connaissances professionnelles, Chris a obtenu les désignations d'Assureur-vie agréé (AVA®), de Certified Health Insurance Specialist (CHS®) et de Elder Planning Counselor (EPC® ).

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.

Karen is a Chartered Professional Accountant (CPA, CA) and Certified Financial Planner (CFP). She graduated with a Master in Management and Professional Accounting from the University of Toronto and has completed all three levels of the CPA Canada’s In-Depth Tax Course. 

As a tax manager at one of the largest international public accounting firms, prior to joining RBC, Karen specialized in tax planning and compliance for individuals, business owners, large private and public corporations, trusts and partnerships. 

Karen is fluent in Mandarin, Cantonese and English. 

Karen’s 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. 

Specialized Financial Planning 

At RBC, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning. Personally prepared by Karen Feng, a Financial Planning Specialist, your comprehensive Financial Plan will provide recommendations specific to your situation. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to your next generation tax-efficiently and make the most of your philanthropic legacy. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis. 

To schedule a meeting with Karen Feng, please contact your advisor. 

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

Prior to joining RBC, she spent almost 10 years in public accounting and specialized in developing and implementing tax planning strategies for international artists, private business owners and ultra-high net worth families with a strong focus on international business succession and estate planning, Canadian domestic post-mortem tax planning, foreign affiliate reorganizations and tax dispute resolution.

Madison is proficient in both Cantonese and Mandarin. Madison is a Chartered Professional Accountant (CPA, CA), Certified Financial Planner (CFP) and holds a Master of Management and Professional Accounting (MMPA) degree from the University of Toronto. She has completed the CPA Canada’s In-Depth Tax Course and Indirect Tax Course. Madison is also a Session Leader and a Facilitator for CPA Ontario’s Professional Education Program and CPA In-depth Tax Course.