Our RBC Partners

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.

Sara specializes in international estate planning, art collection and digital legacy planning for UHNW families in developing their wealth and legacy plans. Her guidance supports clients in their relationships with their external professional advisors, with whom she frequently interacts.

Sara has two decades of professional experience in complex estate and trust administration and planning; business succession; cross-border tax planning (STEP Advanced Certificate in Cross-Border Estates); family governance (STEP Advanced Certificate on family enterprise advising); art collection management and art estates planning (“Art as Global Business” Certificate, the Sotheby’s Institute of Art and European Institute of Sustainability, “Art Disruption,” NFTs and tokenization of Art, legal and tax planning); as well as, Digital Assets Inventory and estate management. She is a graduate of Masters in US Law at George Mason University and was called to the California State Bar in 2021. Sara achieved her Ph.D. in International Management (Behavioural Finance and Law) at the International School of Management in France, as well as completed the Federation of Law Societies of Canada, National Committee on Accreditation at UBC Peter A. Allard School of Law.

Sara is an active member of the following groups and institutions:

American Bar Association (ABA) in Chicago, US
California Lawyers Association CLA Trust and Estate, and IP Chapters in Los Angeles, US
Beverley Hills Bar Association in Los Angeles, US
International Bar Association (IBA) in London, UK; Technology Law Committee, Art, Cultural and Heritage Committee, IP and Entertainment Committee
Fellow of the European Law Institute in Vienna, Austria; Model Rules on Succession of Digital assets SIG; Access to Digital Assets SIG, and Model Rules on Algorithmic Contracts SIG
STEP Canada; the STEP Cross-Border Estates SIG
The Institute of Art and Law in London, UK
Art Lawyers Association (ALA) in London, UK
Professional Advisors to the International Art Market (PAIAM) in New York City, US
Alumnus of the of Harvard Law School, HarvardX, Berkman Klein Center for Internet and Society
Third Space Life Charity in the Okanagan
She lectures the fall/winter seminars on International Business Law, Business Succession, Trust, International Arbitration and
M&A at ISEG, MBA course in Paris, France. She is also a visiting lecturer of Blockchain and NFTs at UCLA Law school. Sara is fluent in Italian and English and has working knowledge of French and Spanish.

Sara works closely with your RBC advisor to identify strategies and solutions on structuring your affairs in a manner that addresses your overall wealth planning needs, which you would then discuss and implement with your accountant or lawyer.

Daniel holds a Chartered Professional Accountant (CPA, CA) designation with CPA Canada and a Financial Planning (F.Pl.) designation with the Institut Québecois de Planification Financière (IQPF) in Quebec. He received his Bachelor of Commerce and Graduate Diploma in Accountancy from Concordia University in Montreal. He has also completed the CICA In-Depth Tax Course.

Daniel has over 30 years of progressive experience in accounting, taxation and the financial services industry. He has acquired extensive experience in corporate and personal taxation and providing wealth planning to high-net-worth families and business owners.

Daniel’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.

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.