Financial Planning Specialists
Monika is a Chartered Professional Accountant (CPA, CA) and a Certified Financial Planner (CFP). She received her Bachelor of Business Administration (major Accounting) from Mount Royal University and completed all three levels of the Canadian Institute of Chartered Accountants’ In-Depth Tax Course.
Prior to joining RBC, Monika was employed as a tax manager at one of the major global public accounting firms where she specialized in accounting, tax planning and compliance services for individuals, owner-managed and corporate clients.
Monika’s primary role at RBC is to work together with advisors in preparing and presenting comprehensive Compass Financial Plans.
Jason is a Chartered Accountant (CA). He holds a Bachelor of Commerce degree from the University of British Columbia and has completed all three levels of the Canadian Institute of Chartered Accounts’ In-Depth Tax Course.
Coming from one of the major global accounting firms, Jason brings a broad range of experience to his role as a Financial Planning Specialist. In his previous role, his work included tax minimization through appropriate tax planning (corporate and personal) and business restructuring. Jason’s client base included high-net-worth individuals, private companies, trusts and partnerships.
As a Financial Planning Specialist, Jason’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, tax and retirement planning concerns you might have.
Estate Planning Specialists
John attended the University of Manitoba and received a Juris Doctor in 2002.
Prior to joining RBC, John worked with a prominent national law firm and a large trust company where he gained extensive experience in estate administration, Wills, trusts, powers of attorney and personal directives.
John is a member of The Law Society of Alberta, The Canadian Bar Association and The Calgary Bar Association.
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 & Insurance Specialist
M.C. (Mike) Macoun, CLU, CHS, TEP
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Having entered his profession in 1989, Mike holds the leading financial and estate planning industry designations. But more importantly, he has a natural ability to make the complex simple to understand. Estate planning can be daunting, but Mike will “paint a picture” that provides critical clarity.
Mike leads his estate planning team with purpose: To earn the respect of advisors, their clients and everyone we come into contact with.
Mike is approachable and sincere, with a desire to provide the best service possible. This is why his team is a perennial leader across Canada. He is married with two children, lives in Calgary and is grateful for the life he leads, and the job he gets to do every day. To learn more, visit Mike on LinkedIn: www.linkedin.com/in/mike-c-macoun/.
As a Private Banker with RBC Wealth Management, Matt Fitzsimmons provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families.
Based in Calgary, Matt works with clients throughout Alberta and the Territories to address their often-complex banking, credit and wealth management needs with seamless banking and financial solutions. When required, he can also work collaboratively with specialists from across RBC to provide a complete range of complementary services, from investment management to estate and legacy planning, and from domestic and international trust services to sophisticated credit and leverage strategies.
Matt has been in financial services for 12 years. Prior to joining Private Banking, he was a regional manager for RBC Global Asset Management, where he worked as a consultant and coach to advisors within RBC, helping to ensure their success with clients.
He holds a degree in financial services from Mount Royal College and earned a master’s degree in business administration from Dalhousie University. He is also a Certified Financial Planner (CFP), which helps him provide effective financial planning advice to his clients.
Born and raised in Strathmore Alberta, Matt currently resides in Calgary. Away from the office, he enjoys snowboarding and hockey in the winter, golf and tennis in the summer, and also loves to travel.
As a Premier Banking Advisor for the Calgary area, Andrew works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, he provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.
With almost 2 years' experience in financial services with RBC, Andrew is respected by his clients, his peers and the industry, and has received top performer recognition.
Born and raised in Calgary, Andrew holds a Bachelor Degree with Distinction in Chemical Engineering from the University of British Columbia. Andrew is committed to giving back to his community through volunteering at the Almost Home Facility with the Pawsitive Match Rescue Foundation.
Andrew currently resides in Calgary with his mom, younger brother and his Chihuahua dog. When he is not hard at work with his clients, you will find him spending time playing basketball, rock climbing, weight lifting and working on his customized PC. Andrew is fluent in Mandarin, Cantonese and English.