Abby Kassar, CPA, CA, CFP, TEP
Vice-President, High Net Worth Planning Services, RBC Wealth Management
Abby specializes in tax and estate planning for high-net-worth and ultra-high-net-worth families.
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 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).
Robyn, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a high-net-worth client.
Prior to joining RBC, Robyn acquired her expertise in estates, trusts and succession planning in both private practice and with a major trust company, practicing law in Toronto for 8 years with an emphasis on trusts, estates, succession, planning for incapacity and charities law, and as a will and estate consultant for a well-known Canadian trust company. In 2001, Robyn joined RBC, assisting clients with their overall tax and estate planning, and in 2011, assumed her present position, specializing in assisting high-net-worth clients with their succession, tax, retirement and estate planning.
Robyn obtained her law degree from Osgoode Hall in 1991, and she was called to the Bar in Ontario in 1993. She has completed her in-depth tax courses, levels 1 and 2, as well as the Advanced Tax Issues for the Owner Managed Business Course and the Corporate Reorganizations Course. She has co-authored two books, “Drafting Wills in Ontario: A Lawyer’s Practical Guide” and “Drafting Wills in Canada: A Lawyer’s Practical Guide”.
In addition, Robyn was an instructor at the Estate and Trust Bar Admission Course at the Law Society of Upper Canada.She is an active member of the Society of Trust and Estate Practitioners (STEP) and has obtained the STEP Advanced Certificate in Family Business Advising.
Joel Cuperfain, CLU, BA, LL.B, LL.M, TEP
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
A former tax lawyer with over 20 years of experience in the insurance industry, Joel brings a unique perspective to the estate planning needs of his clients. Joel works closely with you and your team of professional advisors to develop and implement tax-efficient strategies to help you achieve your wealth management goals.
Joel received his BA (Economics) from Brandeis University, his LL.B from the University of Toronto and LL.M in Tax Law from Osgoode Hall Law School. He is a Chartered Life Underwriter (CLU) and a member of the Society of Trust and Estate Practitioners (TEP). Joel is a frequent speaker at industry and professional conferences. His articles have appeared in numerous publications including the Canadian Tax Journal and the Canadian Business Law Journal. He is the founding co-editor of the leading text on tax planning with life insurance, Canadian Taxation of Life Insurance.
As a Senior Trust Advisor, Greg Woolston services clients throughout the Greater Toronto Area. Greg is well known within the local Estate and Trust industry 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 is dedicated to his clients and provides a personalized service tailored to their specific needs.
A graduate of York University with a Bachelor of Arts (B.A.) degree specializing in Commerce Math, Greg has continued to deepen his knowledge and expertise with key industry designations such as Trust and Estate Practitioner (TEP). Greg is a member of both STEP and the Toronto Estate Planning Council.
Greg works with individuals, families and businesses 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, Greg can help.
With more than 25 years of industry experience, Greg 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. Greg understands that no two clients are the same and so together with his RBC Estate & Trust Services partners he can find the solution that’s right for you.
Madison is a Chartered Professional Accountant (CPA, CA), Certified Financial Planner (CFP) and holds a Master of Management and Professional Accounting (MMPA) degree from the University of Toronto. She has completed the CPA Canada’s In-Depth Tax Course and Indirect Tax Course. Madison shares her knowledge and experiences through her role as a Session Leader and a facilitator for CPA Ontario’s Professional Education Program.
Madison is proficient in both Cantonese and Mandarin. She also brings a wide range of experience to her role as a Financial Planning Specialist. In her previous role as a tax manager from a boutique tax consulting firm, she specialized in developing and implementing tax planning strategies for high net worth individuals and private corporations with a strong focus on Canadian domestic and cross-border succession and estate planning. She also worked extensively with clients on various corporate reorganizations, dispute resolution as well as tax and estate litigation supports.
Madison’s role as a Financial Planning Specialist is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial, tax and retirement planning concerns that you may have.