Retirement and Tax Planning
Chris started his career in financial services more than 25 years ago, taking on numerous roles in wealth planning at one of Canada’s largest financial institutions. As a financial planner and coach/consultant, he completed
his Certified Financial Planner certification in 2008 and provided financial planning services to clients and coaching to investment advisors. Chris joined RBC Wealth Management in 2024 as a Financial Planning Consultant.
In his current role as a Financial Planning Consultant, Chris will work with and support your advisor in preparing and presenting comprehensive financial projections.
Customized wealth planning for your financial future
At RBC, we recognize that with greater financial resources comes greater financial complexity. Wealth planning is an essential part of keeping your finances on track and working towards your goals. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer a customized plan delivering a holistic
view of your evolving wealth management needs and track progress towards meeting your future financial goals. Personally prepared by Chris Buttigieg, a Financial Planning Consultant, your customized plan will provide a complete view of your goals, priorities, and solutions – developing valuable insights into how to reach short- and long-term goals. Your plan will consider such
strategies to reduce taxes, ensure your retirement lifestyle, and protect your financial security. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis.
Megan Brown, LL.B, TEP
Vice President, High Net Worth Planning Services, Family Office Services, RBC Wealth Management
Megan completed her undergraduate degree at McGill University, obtained her Bachelor of Laws from the University of Windsor and became a member of the Law Society of Ontario in 1998. For most of the 15 years following her call to the bar, Megan was in private practice, specializing in the areas of complex estate planning and administration, incapacity planning, trust planning and administration and family business succession for high-net-worth families. Megan joined RBC Wealth Management in February 2013. Megan is a registered Trust and Estate Practitioner with STEP (Society of Trust and Estate Practitioners) and has completed Levels I and II of the Canadian Institute of Chartered Accountants In-Depth Tax Course.
Will and Estate Planning
Jessica graduated from York University with an Honours BA in Law & Society and Sociology, Summa Cum Laude in 2010. She then completed her JD at the University of Windsor, Faculty of Law in 2014. Jessica articled at a prominent boutique law firm in the Greater Toronto Area and was called to the bar in 2015.
Prior to joining RBC, Jessica has been in private practice for 10 years where she provided guidance to individuals and families with navigating the complexities of estate planning, Wills and powers of attorney, probate, estate litigation, and estate administration. Jessica also has experience in family law and has assisted clients with complex family relations as it relates to all areas of Will and estate law.
With a deep understanding of the intricacies of estate administration, Jessica helps clients create comprehensive plans that protect their assets, honour their wishes, and ensure a smooth transition to future generations.
Jessica takes a personalized and compassionate approach to estate planning, working closely with clients to understand their values, goals, and concerns. Using her years of expertise, Jessica delivers tailored solutions that provide peace of mind and confidence to clients and their loved ones.
Jessica is bilingual and can provide services to RBC clients in Polish.
Kiran completed her Bachelor of Arts degree at York University in 2007 and her LL.B. at the University of Windsor in 2010.
Prior to joining RBC, Kiran practiced in the area of Wills, estates, and trusts at a small regional firm. She has extensive experience with matters relating to estate planning, estate administration, and estate litigation.
In private practice, she advised clients on various strategies to help them design an estate plan to achieve their unique planning objectives, avoid common planning pitfalls, and maximize tax efficiency. Kiran drafted Wills, Powers of Attorney, and trusts. She also advised executors of their various duties and responsibilities when administering an estate. Kiran has assisted beneficiaries, trustees and executors with both contested and uncontested litigation matters.
Kiran would be pleased to work with you and your advisor and discuss your estate plan.
As a Senior Trust Advisor, Manish Gosrani is responsible for managing a complex book of accounts. He works with individuals, families and businesses throughout Toronto and the GTA to provide customized estate, trust and incapacity solutions.
Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a Power of Attorney, Manish can help.
Manish has more than 25 years of wealth management experience in Canada and the UK. He holds a Bachelor of Law degree (LL.B), is a Certified Financial Planner (CFP) and is working towards his Trust and Estate Practitioner (TEP) designation to further strengthen his industry knowledge and expertise.
Manish has a deep understanding of priorities and needs of wealth advisors and delivers well balanced advice by staying abreast of product, industry, investment, tax and legislative developments. With a career focused on building client relationships, he brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. He is dedicated to providing assistance in the preservation, management and transfer of wealth between generations by providing solutions to implement clients’ estate, trust and philanthropic plans
Insurance Planning
Mike Thomas, CFA, CLU, CFP, TEP
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
"The best possible plan should address risk and legacy planning while involving a specialist in the process. Someone who asks the right questions, actively listens to your answers and approaches planning differently," says Mike.
With 30+ years in the financial services industry, Mike excels at identifying opportunities and creating certainty for your wealth goals pertaining to estate preservation, equalization and maximization. When working with executives and corporations, he simplifies the complexity of solutions-based planning.
Prior to joining RBC in 2024, Mike spent 16 years as an Insurance & Estate Specialist plus 12 leading a team of specialists. He also obtained the Chartered Financial Analyst, Certified Financial Planner, Chartered Life Underwriter and Trust & Estate Practitioner designations. When not working Mike plays hockey and shares his passion for skiing with his wife Denise and their 3 children. During the summer catch them kayaking and paddleboarding in Georgian Bay.
Premier Banking
As a Premier Advisor with RBC Wealth Management, Sherri Vieira works as a single point of contact, providing banking and credit solutions for select high net worth clients and their families. Partnering with Investment Advisors and Counsellors across the region, she provides personalized service, and tailored advice to efficiently manage their day to day banking needs.
She offers an extensive banking background with over 20 years of experience with RBC. She is a respected team member that provides compassion, empathy and care in everything she does. At first point of contact Sherri listens, understands and takes ownership to resolve any concerns that may arise. Her main focus is providing an exceptional client experience. She also holds a Personal Financial Service Advice certificate.
Sherri currently resides in the Brampton area and enjoys spending time with her family and making new memories. She also likes to travel and volunteer at her daughters school.
As a Premier Advisor with RBC Wealth Management Private Banking, Susan provides personal service and tailored advice to help high-net-worth clients save time and effectively manage their day-to-day banking needs.
Working as a single point of contact, Susan accesses and collaborates with specialists from across RBC to provide a complete, seamless range of complementary services to support the individual short- and long-term goals of our Wealth Management clients in the South West Ontario area.
She takes great pride in fostering long-term client relationships across multiple channels within our communities. She focuses on delivering an exceptional advice experience for high-net-worth households working directly with our Wealth Management partners.
After earning a Banking & Investments Certificate from CITIBANK NA. Susan has continued to deepen her expertise and holds the IFIC accreditation while working on getting her PFP designation as a member of The Canadian Securities Institute. To further support her community, she volunteers her Hatha Yoga Educator Certification from Sheridan College for children's Yoga and Corporate Yoga.
Away from the office, Susan enjoys cooking, family time and travelling.
As a Premier Advisor with RBC Wealth Management Private Banking, David Briggs provides personal service and tailored advice to help clients save time and effectively manage their day-to-day banking needs. Working as a single point of contact, David will collaborate with specialists from across the organization to provide a complete range of complementary services to support the individual short- and long-term goals of our Wealth Management clients in the Mississauga, Etobicoke & Brampton Areas.
Drawing on 20 years plus of experience within RBC, David takes great pride in understanding your specific needs and recommending banking solutions to help you reach your goals. He offers advice on account types, credit cards, personal loans, and mortgages. David's most recent position was with our Mississauga Private Banking Team , where he assisted high net worth clients for the past 5 years. When not at work he enjoys spending quality time with his family engaging in outdoor activities such as swimming, bike riding and sledding.