Premier Banking Advisors
As a Premier Banking Advisor for the Greater Edmonton region, Marc works as a single point of contact, providing banking and credit solutions for select high net worth individuals and their families. He partners with Investment Advisors and Counsellors across the region and provides personalized service, and tailored advice to efficiently manage their clients' day-to-day banking needs.
Marc has worked in the financial industry for over 10 years, and brings in-depth experience to the Premier Banking role. Over the past 3 years, he worked as a Business Account Manager, in Business Markets, with a focus on relationship management. Committed to giving back to his community, Marc volunteers with the Edmonton Ronald McDonald House and Habitat for Humanity Edmonton.
Marc was born in Calgary, raised in Edmonton, and calls Alberta home for over 40+ years. When he is not hard at work for his clients, Marc enjoys camping with his family in the summer; skiing and hiking activities in the winter. Other pursuits include rollerblading, reading books, traveling, and spending time with family and friends. Marc is also Bilingual and fluent in both French and English.
As a Premier Banking Advisor for the Greater Edmonton Region, Alexandra works as a single point of contact, providing banking and credit solutions for select high net worth individuals and their families. She partners with Investment Advisors and Counsellors across the region and provides personalized service and tailored advice to efficiently manage their clients' day-to-day banking needs.
Alexandra has worked in the financial industry for over 18 years and brings in-depth experience to the Premier Banking role. Over the past 9 years, she worked as a Business Account Manager in Business Markets focusing on relationship management with business owners.
Alexandra holds a Bachelor of Commerce degree from University of Alberta, major in Finance. Committed to giving back to her community, Alexandra volunteers with Edmonton Food Bank and Edmonton Ronald McDonald House.
Alexandra was born in Taipei, Taiwan and has called Edmonton home for over 30+ years. When she is not hard at work for her clients, Alexandra enjoys travelling, reading mystery novels and hiking.
As a Premier Banking Advisor for Edmonton and area, Purneet works as a single point of contact, creating elevated value and personalized care with everyday banking and credit solutions for select high net worth individuals. She partners with Wealth Management Investment Advisors and Counsellors across the region, providing personalized service with tailored advice, to help clients save time and effectively manage their day-to-day banking needs. Purneet worked as a Financial Advisor for 3 years, with a focus on relationship management and implementing credit and lending solutions for high-net-worth clients. She brings her expertise, insight, and specialized approach to create an elevated experience. She is passionate about continuous learning and giving back to the community, as she volunteers with several organizations in the area. In her spare time, Purneet likes hiking, travelling and enjoys spending time with family and friends.
Estate Planning Specialists
Patrick Cziolek, BCom, PFA, AVA, CHS, TEP
Spécialist en planification successorale, Services Financiers RBC Gestion de patrimoine inc.
« Pour être en mesure d’apporter son aide, il faut avoir des connaissances, poser les bonnes questions et être à l’écoute. » Patrick, qui travaille avec les clients depuis plus de 20 ans, est d’avis qu’il faut de l’empathie pour comprendre les gens. « Savoir ce qui compte le plus et prodiguer des conseils judicieux avec détermination sont les raisons pour lesquelles mon travail me passionne. »
En collaborant avec notre équipe de professionnels, Patrick contribue à la mise en œuvre de plans de gestion de patrimoine en utilisant des solutions d’assurance qui préservent le patrimoine, augmentent la valeur des successions et transmettent le patrimoine à la génération suivante. Patrick est déterminé à réussir, mais c’est sa famille qui le rend heureux.
En compagnie de ses proches, il aime se promener, voyager et faire du vélo. Il parle couramment le polonais, l’allemand et l’anglais, et il reste actif dans le secteur d’activité en faisant du bénévolat auprès d’Advocis, l’association des conseillers et conseillères en placement du Canada. Il est également fier de préparer les meilleurs expressos que vous ne trouverez nulle part ailleurs, pas même au café du coin.
Denny Smith, CHS
Spécialist en planification successorale, Services Financiers RBC Gestion de patrimoine inc.
Ayant débuté sa carrière dans l’industrie des services financiers en 2003, Denny mise sur une expérience variée, et ce, aussi bien dans des rôles en vente qu’en gestion. Il est particulièrement fier de sa capacité à tisser des relations de grande confiance avec ses clients et de leur proposer des solutions idéales conçues en fonction de leurs objectifs. Spécialisé auprès d’une clientèle de familles, de professionnels et de propriétaires d’entreprise ainsi que de nombreux médecins, Denny vous propose des solutions uniques et personnalisées fondées sur l’assurance-vie et les prestations du vivant afin de satisfaire vos besoins.
Denny est un membre actif d’ADVOCIS, l'Association des conseillers en finances du Canada, la plus ancienne et la plus importante association à adhésion facultative de conseillers et de planificateurs financiers au Canada. Il a d’ailleurs déjà été un membre du conseil d’administration du chapitre d’Edmonton d’ADVOCIS pendant un mandat de cinq ans.
Katie Fiddler, B.Comm., PFA
Spécialiste en planification successorale, Services Financiers RBC Gestion de patrimoine inc.
Katie a un intérêt sincère pour la compréhension des désirs et des objectifs de ses clients; cet intérêt a été un facteur clé de sa réussite. Elle s’efforce de tisser des relations solides avec la clientèle de RBC composée de familles aisées, de professionnels, de dirigeants et chefs d’entreprise, tout en collaborant avec leurs conseillers de confiance afin de leur garantir une approche collaborative et attentive à leurs besoins en matière de planification de patrimoine.
En tant que spécialiste en planification successorale, Katie met ses compétences spécialisées à profit en proposant des solutions d’assurance qui permettent aux clients de renforcer leurs objectifs patrimoniaux en matière de gestion des risques financiers, de protection ou de transfert de patrimoine, tout en améliorant leurs plans successoraux.
Katie vit à Sherwood Park, en Alberta, où elle est née et a grandi. Son mari Chris et elle ont déménagé non loin de la ville, dans une propriété d’un acre où ils élèvent leurs trois enfants qui les gardent occupés par leurs parties de soccer et cours de danse.
Will & Estate Consultant
Bryn Bezaire graduated from the University of Alberta with a B.A. in 2002 and with a Bachelor of Laws in 2005. She was called to the Alberta Bar in 2006.
Early in her career Bryn briefly practiced family law, but for the 14 years prior to joining RBC, she practiced exclusively in the areas of Wills, estate planning, incapacity planning, estate probate, estate administration, and trusts. Her practice included advising on high net worth estates, cross border estates, and tax matters relating to estate planning, as well as making various court applications including passing of accounts, validation and rectification, and Adult Guardianship and Trusteeship matters. The majority of her Wills and estates practice took place at a boutique Wills and estates law firm and later at a mid-sized full service law firm.
Bryn has spoken at many public and private seminars on the importance of proper estate planning, including planning for incapacity and succession. For many years she was a regular speaker during Edmonton Wills Week, sponsored by the Edmonton Community Foundation.
Avideh Parent, LL.B, TEP
Vice President and Will & Estate Consultant, Family Office Services, RBC Wealth Management
Avideh Parent is an experienced lawyer with a strong commitment to educating people on the importance of estate planning. Avideh is a frequent presenter on Wills and Estates for organizations such as the Legal Education Society of Alberta, the City of Edmonton, Next Step Continuing Education, and the Edmonton Community Foundation. Avideh also has been featured on Global TV, Shaw TV, and various financial education websites.
Avideh received her undergraduate degree from Carleton University and went to Law School at the University of Alberta. In 2001 she was called to the Alberta Bar and is a member of the Law Society of Alberta. Avideh holds the Trust and Estate Practitioner (TEP) designation, granted through the Society of Trust and Estate Practitioners (STEP). Prior to joining RBC in 2012, she devoted her law practice to Wills, Estate Planning, and Estate Administration.
Avideh is also very active in the Latin dance community, and enjoys travelling the world to perform and compete with her husband in salsa dance competitions.
Avideh has been a member of the following organizations:
- Wills & Estates Subsection of the Canadian Bar Association;
- Elder Law Subsection of the Canadian Bar Association;
- Edmonton Estate Planning Council;
- Oliver Centre Board of Directors.