Extended Wealth Management Team
Kelly Rivard, LL.B, CFP, TEP
Vice President and Will & Estate Consultant RBC Family Office Services
Kelly is a seasoned estate lawyer with a strong grounding in tax. She has extensive experience administering estates, trusts and private charitable foundations for a major trust company.
This hands-on experience allows her to provide both practical and strategic guidance in structuring your estate and incapacity plan. She has significant expertise in business succession planning, vacation property succession, planning for beneficiaries with disabilities, trusts, charitable giving and addressing the complex considerations that blended families face.
Kelly’s approach integrates both the tax planning considerations of your plan and the interpersonal dynamics that influence family harmony.
Kelly has completed parts I and II of the CICA In-Depth Tax Program and is also Certified Financial Planner professional. She is a member of the Society of Trust and Estate Practitioners (STEP) as well as the Law Society of Ontario (LSO).
Complimentary Will & Estate Planning Consultation
In appreciation of your valued business relationship with us, your advisor is pleased to offer you a complimentary Will & Estate Planning consultation with Kelly, a Will & Estate Consultant.
Kelly works closely with your advisor to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, Kelly will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.
Anthony Boustany
Private Banker, RBC Private Banking
Anthony brings over ten years of extensive banking and lending experience to RBC Private Banking. As your Private Banker, Anthony's main purpose will be to enhance your banking experience, delivering discreet and personalized financial counsel. Anthony will bring speed, efficiency and knowledge to your requests and needs.
As a trusted financial advisor, Anthony works closely with his clients to build customized advice and wealth management solutions that cover estate and succession planning, credit, cash management and sophisticated, convenient day-to-day banking offerings. Anthony also partners with top experts from across RBC to bring his clients an unparalleled range of innovative product solutions and services. When necessary, Anthony will work with his clients' other professional advisors to deliver comprehensive, integrated financial solutions.
Having spent most of his life in Montreal, Anthony is perfectly bilingual, fluent in both English and French. Anthony started his banking career while completing his Bachelors of Commerce degree in Finance from Concordia's John Molson School of Business. From there, he climbed the ladder of retail banking, starting as a Customer Service Representative all the way through to Branch Manager. During this time, Anthony decided to deepen his business acumen and successfully completed his Executive MBA from Concordia University. Anthony's personal interests include hockey (playing and watching) and understanding the complex maze of airline reward programs.
Prashant Patel, ASA, CFP, TEP
Vice President, Business Owner Specialist, Family Office Services, RBC Wealth Management
As a Business Owner Specialist, High Net Worth Planning Services, Prashant, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.
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 business owners, executives, 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.
Paul Silverston
Premier Banking Advisor, RBC Royal Bank
As a Premier Banking Advisor for the greater Toronto area, Paul Silverston 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, he provides personalized service and tailored advice to help clients save time and effectively manage their day-today banking and credit solutions.
With over 10 years' experience in banking, Paul's experience, his excellent customer service skills and great sense of humor has made him an indispensable member of the banking community. Prior to his current role. He worked as a Banking Advisor at an RBC branch where he learned key skills in order to achieve a high level of client satisfaction.
Paul was born and Raised in North York Ontario. He is the youngest of four siblings and the proud uncle of three nephews. Paul is known to his family and friends as the go to guy for all technology matters. In his free time Paul likes to spend time with his family, watch documentaries and take nice long walks with his Wife.