Our Partners

Grant attended Concordia University in Montreal where he completed a Bachelor of Commerce degree in 1992. He holds three financial planning designations, a Specialist designation from the Trust Institute, and is also a member of the Society of Trust and Estate Practitioners. Grant has completed the in-depth tax program with the Canadian Institute of Chartered Accountants (Levels I, II and III).

Grant has over 25 years of progressive experience in various roles within the financial services field. In addition to his work with RBC Wealth Management, he is currently teaching Tax and Estate Planning courses for the Institut Québecois de Planification Financière to support the continuing education requirements of financial planners in the province of Quebec. Grant has also provided support to the Financial Planners Standards Council of Canada as a subject matter expert and has taught financial planning courses at George Brown College in Toronto.

Ryan is a Chartered Professional Accountant (CPA, CA), Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP), Family Enterprise Advisor (FEA) and Chartered Life Underwriter (CLU). He has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course and holds an Honours Bachelor of Business Administration degree from Wilfrid Laurier University with a major in Accounting. He is a member of the Canadian Tax Foundation, Family Enterprise Canada, and The Society of Trust & Estate Practitioners (Canada).

In his previous role as a tax manager at one of the global major accounting firms, Ryan specialized in providing tax planning services to high-net-worth families, private businesses, estates, trusts and partnerships. His work focused on tax minimization strategies and reorganizations.

Ryan’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial planning concerns you may have.

 As a Business Owner Specialist, High Net Worth Planning Services, Abby, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner. 

Her guidance supports clients in their relationships with their external professional advisors, with whom she frequently interacts. 

Prior to joining High Net Worth Planning Services, Abby provided tax, retirement, estate and financial planning advice to RBC advisors and their clients. She has written articles on various topics including charitable donations, executive compensation, tax planning and retirement planning. 

Prior to joining RBC, Abby worked in a medium sized accounting firm assisting business executives and high net worth clients with their tax planning and estate planning. She worked closely with owner-manager shareholders to assess and recommend the best tax planning strategies, the best corporate structure and the most suitable succession plan. 

Abby is a Chartered Accountant and has a Bachelor in Economics and Commerce from the University of Toronto. She completed the In-Depth tax courses I and II and the In- Depth Tax Issues for the Owner-Managed Business as well as the Canadian Securities Course. She is also a Registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP) and has obtained the STEP Advanced Certificate in Family Business Advising. Abby is also a Certified Financial Planner (CFP) and is a member of the Canadian Tax Foundation. Lastly, Abby is a certified Family Enterprise Advisor (FEA), which allows her to address the complex needs of family enterprise clients. 

Alleen earned her Bachelor of Arts degree from York University and her law degree from the University of Windsor, Faculty of Law in 2008. She was called to the Ontario Bar in 2009.

Prior to joining RBC, Alleen practiced in the areas of Estate Planning and Administration, Corporate/Commercial law and Real Estate law in a mid-sized law firm. Alleen advised her clients on a breadth of legal issues, including key considerations in setting up legal business structures, succession planning and estate planning.

Alleen fosters a multidisciplinary approach to each client’s unique needs, drawing on various advisors’ expertise and offering her own to identify issues for further consideration and review, together with information and guidance which are both sensible and practical.

You’re the biggest beneficiary.

Colin Ardill stays humble. Even so, he’s not shy about being a man on a mission: to overturn 150 years of misunderstanding about life insurance, one day at a time.

Most Canadians see only one dimension to life insurance: that it’s of no use to the living. But Colin sees it in three dimensions. There is the death benefit that everyone can see – but life insurance also provides tax-exempt growth, and it allows the holder to spend more money in retirement than they otherwise could. Says Colin: “The person buying the policy is going to be the biggest beneficiary.”

Colin has been in the estate planning business for over 15 years. His core purpose – the heart of everything he does – is to leave everyone he meets better off.

Chris Roberts brings over 11 years of experience in the financial services sector to his role as a Private Banker, where he provides customized wealth management advice and solutions to families in the Greater Toronto Area.

His previous experience includes advising small, medium and large size businesses on their banking and financing arrangements, as well as working with business owners on their personal financial needs and business succession planning. He drives value for his clients by working collaboratively with them to ensure he has an in-depth understanding of their unique situations and focusing on what is most important to them.

As a Private Banker, Chris works as part of a dedicated team, along with a Private Banking Associate and a Manager, Credit Structures, to bring the full range of RBC’s wealth management capabilities to his clients. Through this team approach, an attentive and professional value proposition is provided, customizable to the unique needs of wealthy clients. Chris’s focus is on building meaningful relationships and providing long-term integrated solutions to help clients achieve their goals. These solutions can include wealth management planning, estate planning, customized credit structures, and business owner planning.

Chris holds a Master of Business Administration (MBA) degree from the University of Toronto, and a Bachelor of Commerce degree from Memorial University of Newfoundland. He has also completed the Canadian Securities Course, and the Investment Funds in Canada course. He is married and enjoys spending time with family, traveling, as well as playing and watching sports.

As a Premier Banking Advisor, Chandna Kamal provides banking and credit solutions to select high net worth individuals and their families. Partnering with Investment Advisors and Counsellors across the Vaughan, Richmond Hill and Newmarket regions, personalized service and tailored advice to help clients efficiently and effectively manage their day-to day banking needs.

With over 6 years of experience in financial services. Chandna is respected by her clients and industry peers. Prior to her current role, she worked as an Assistant Branch Manager at an RBC branch.

Chandna is committed to giving back to her community. Chandna volunteers with the Women's Shelter and Canadian Cancer Society. She is very passionate helping the less fortunate here at home as well as in other countries.

Chandna was born in India and raised in Toronto, where she currently resides in the Toronto area with her husband and her daughter. She loves spending time with her family and friends, travelling and listening to music.