Our RBC Partners

Omair is a Chartered Professional Accountant, Chartered Accountant and a Certified Financial Planner (CPA, CA, CFP). He holds a Masters degree from the University of Toronto in Management and Professional Accounting and has completed the three-year CPA Canada’s In-depth Tax program.

Prior to working at RBC, Omair worked as a Senior Manager in tax at one of the largest public accounting firms. In his role, Omair gained experience working with private companies, high-net-worth individuals, trusts and partnerships. His work included tax minimization through appropriate tax planning (corporate and personal), estate planning and business restructuring. As a Financial Planning Specialist, Omair’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan, as well as to identify and assess any related financial, tax and retirement planning concerns you may have.

As a Will & Estate Consultant, Carol Dalgado provides comprehensive estate planning services to clients.

Carol graduated from the University of Toronto with a Bachelor of Arts degree. She obtained her Bachelor of Laws degree from the University of Western Ontario and went on to obtain her Master of Laws (Trusts) degree from Osgoode Hall Law School. She holds the designation of TEP (Trust and Estate Practitioner) from the Society of Trust and Estate Practitioners (STEP). She is a member of the Law Society of Ontario, the Estate Planning Council (Toronto), the Estate Practitioners’ Group and STEP.

Carol has held various roles within the estate and trust industry in which she has provided guidance on estate, trust and incapacity planning, administration and litigation issues. Carol worked in private practice for over ten years before joining RBC Wealth Management in 2015.

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.

Prashant has assisted high-net-worth and ultra-high-net-worth families with tax, estate and retirement issues since 1992.

His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts.

His expertise includes tax and estate planning for executives, business owners, retirees, sports professionals and individuals with U.S. issues. He also assists individuals facing significant financial events (sale of business, financial windfall, retirement, job loss, moving to Canada, leaving Canada, etc.)

Prior to joining RBC in 1999, Prashant honed his expertise by working as a Canadian and U.S. tax specialist for two of the big four accounting firms in downtown Toronto.

Prashant is a Certified Financial Planner, Associate of the Society of Actuaries and member of both the Society of Trust and Estate Practitioners and Canadian Tax Foundation.