Financial Planning Specialists
Kelly is a Chartered Professional Accountant (CPA, CA) with over twenty years of post designation experience. Kelly completed her Bachelor of Commerce degree (major in Accounting) at the Haskayne School of Business at the University of Calgary. She has also completed Level 1, 2 and 3 of the CICA In-Depth Tax Course and is a Certified Financial Planner.
Prior to joining RBC, she was a tax manager at one of the leading international public accounting firms. Kelly specialized in providing tax preparation and tax planning to individuals, owner managers, corporate and high net worth clients.
Kelly’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.
Prior to joining RBC, Shauna was employed as a tax manager at one of the largest multi-national public accounting firms where she specialized in accounting, tax planning and compliance for individuals, owner-managed and corporate clients.
Shauna completed her Certified Financial Planning (CFP) designation in 2018. She received her Bachelor of Commerce (major Accounting, minor Finance) from the University of Alberta. She has completed Levels 1 and 2 of the CICA’s In-depth Tax Course.
Shauna’s primary role at RBC is to work together with the advisors in preparing and presenting comprehensive Compass Financial Plans.
Will & Estate Consultant
Vickie (Victoria) Schneider obtained both her Bachelor of Arts and Juris Doctor degrees from the University of Calgary. Vickie is a member of the Law Society of Alberta.
Prior to joining RBC, Vickie practiced law at a national law firm where she advised clients on estate planning and tax matters including Wills, trusts, enduring powers of attorney and personal directives. Vickie also has experience with estate administration and charity matters.
Vickie is a Society of Trust and Estate Practitioners (STEP) Calgary Branch Committee member.
Estate Planning Specialist (Insurance)
Eric Milner, CHS, CLU
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Maximize wealth while minimizing taxes. Reduce complexity without compromising sophistication. In close collaboration with your investment advisor and a team of experts, Eric uses the unique features of tax-exempt life insurance to bring your estate plan into line with your values in a way that is clear and easy to understand.
Eric's career has been marked by continuous learning and professional development. In addition to completing financial planning courses and an investment management designation he has the Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations and is a member with Advocis, The Financial Advisors Association of Canada.
Entering the financial services industry in 2003, Eric’s career has been marked by continuous learning and professional development. In addition to completing financial planning courses and an investment management designation he has the Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations and he is a long-time member with Advocis, The Financial Advisors Association of Canada.
Eric is an avid reader, a passable cook, and he enjoys exploring the Rocky Mountains with his wife and 7 children.
RBC Royal Trust
As the Will and Estate Advisor for the Prairies region, Anisa brings an approach to estate planning that centers on understanding and addressing the unique needs of each client. She works collaboratively with clients and their trusted advisors to help craft a comprehensive, effective estate plan that meets their particular needs.
As a practiced lawyer, Anisa earned a Bachelor of Arts degree from the University of Western Ontario, and a Law degree (LL.B) from the University of Birmingham, England, for which she graduated with honours. Anisa has continued to deepen her knowledge and expertise with key industry memberships—she is a member with the Law Society of Alberta, and a member of the Wills and Estates section of the Canadian Bar Association.
Whether clients hope to protect a disabled heir, incorporate succession planning for their business, address the unique concerns arising from second spouses and blended families, minimize family conflicts, or deal with beneficiaries or assets that are situated outside of Canada, Anisa can help craft a tailored estate plan that meets their individual needs.
The combination of her professional expertise and her commitment to provide practical solutions makes Anisa an invaluable resource for both clients and their financial advisors.
As a Premier Banking Advisor for the Calgary area, Jacky works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. He partners with Investment Advisors and Counsellors across the Region, and provides personalized service and tailored advice, to efficiently manage their day-to-day banking needs.
Jacky's formative years were spent in Britain. After graduating there, he moved to Hong Kong where he obtained a Bachelor's Degree in Economics & Marketing. Later, he immigrated to Alberta, Canada, and acquired a Diploma in Financial Services from the Bow Valley College in Calgary. His global education, and experience at RBC over the past few years, have equipped him well for the Premier Banking Advisor role.
Jacky has since settled in Calgary, AB, and gives back to the community through volunteering activities with the Spinal Muscular Atrophy Organization, and tutoring at various High Schools in the area. He is also fluent in Cantonese. His hobbies include hiking in the Summer; playing soccer; reading and travelling.