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.
Abe is a Chartered Professional Accountant (CPA, CA). He holds a Bachelor of Commerce degree (major in Accounting) from the Haskayne School of Business at the University of Calgary and has also completed all three levels of CPA Canada’s In-Depth Tax Course.
In his previous role, Abe was a tax manager at one of the largest international public accounting firms. His work included tax minimization through appropriate tax planning (corporate and personal) and business restructuring. Abe’s client base included high-net-worth individuals, private companies, trusts and partnerships.
As a Financial Planning Specialist, Abe’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.
Arun is a Chartered Professional Accountant (CPA, CA). He holds a Bachelor of Commerce degree from the University of Alberta and has completed CPA Canada's In-Depth Tax Course.
Prior to joining RBC, Arun was a tax manager with a large international public accounting firm. His professional focus is in the areas of personal and corporate tax compliance, corporate reorganizations and tax planning, personal tax planning, as well as trust and estate planning for high-net-worth individuals and family-owned businesses.
As a Financial Planning Specialist, Arun’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan, as well as, to identify and assess any related financial, tax, and retirement planning concerns you may have.
Maggie is both a Canadian Chartered Professional Accountant and a U.S. Certified Public Accountant. She holds a Master of Science in Accounting from the University of Texas at Dallas.
Prior to joining RBC, Maggie was employed as an international tax manager at one of the leading accounting firms where she specialized in Canadian, U.S. and cross-border personal income taxation providing tax planning and preparation services to a variety of clients.
As a Financial Planning Specialist, Maggie’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 and tax planning concerns you might have.
Faisal specializes in tax and estate planning for high net worth families.
Prior to joining RBC, Faisal was a tax senior manager with a mid-size accounting and advisory firm, as well as with a multi-national accounting firm. Faisal’s expertise includes tax and estate planning for high net worth individuals and families, professionals, and business owners.
Faisal is a Chartered Professional Accountant (CPA, CA) and his educational background includes the completion of the CICA’s in-depth tax course (Level I, II and III), a Bachelor of Arts in Economics from the University of Victoria, and a Masters of Professional Accounting from the University of Saskatchewan. He is also a member of the Canadian Tax Foundation.
Coady Cormier, BBA (Fin), LL.B, TEP
Vice-President, High Net Worth Planning Services, RBC Family Office Services
Coady’s expertise includes tax and estate planning for business owners, professionals, executives, retirees and individuals with U.S. issues. He also assists individuals facing significant financial events (for example, sale of business, financial windfall, retirement, severing residential ties with Canada, etc.).
For more than 20 years, Coady has assisted high-net-worth and ultra-high-net-worth individuals and families with their complex planning needs. Coady is a tax lawyer, and he has occupied his current planning role at RBC since 2008. In providing planning information to clients, Coady frequently communicates with their external professional advisors.
Coady’s educational background includes a law degree from Dalhousie University as well as the completion of the Chartered Professional Accountants of Canada (CPA Canada’s) In-Depth Tax Course (Levels I, II and III) and the CPA Canada’s Tax Issues for the Owner-Managed Business Course. He is a member of both the Canadian Tax Foundation and the Canadian Bar Association (Alberta Branch (South)) Tax Specialist Section. Also, Coady was called to the Bar in Alberta and Ontario. Further, in addition to his finance degree from Bishop’s University and the completion of the Canadian Securities Course, Coady is a registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP).
As a Premier Banking Advisor for Edmonton and area, Shane works as a single point of contact, providing banking and credit solutions for select clients, and their families, of Wealth Management Canada. Partnering with investment Advisors and Councilors across the Region, he provides personalized service with tailored advice to help clients save time and effectively manage their day-to-day banking needs.
With more than 23 years of experience in financial services with RBC, Shane is respected by his clients, his peers and the industry. He has received Top Performer recognitions, i.e. RBC Annual Convention Winner, 2 RBC Gold Awards and represented RBC as an Olympic Torch Runner at the Vancouver Games. Shane is committed to giving back to his community, and has volunteered with the Boys & Girls Club, Junior Achievement of Alberta, and the Zebra Center throughout the years.
Born and raised in the Maritime Provinces, Shane has called Alberta home for over 15 years. When he is not hard at work for his clients, Shane enjoys training for, and running, Marathons. Other pursuits include squash, landscaping, traveling, and spending time with his family and friends.
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.
With over 14 years at RBC, Chelsea Roy brings a dynamic range of banking experience to her Edmonton Area Private Banking clients, their families and businesses. Drawing on her background in Commercial Markets, Chelsea works with busy professionals, executives and business owners so her priority is to always ensure that her clients' wealth management and banking needs are handled seamlessly and efficiently.
Working exclusively with her relatively small group of clients Chelsea and her team can ensure responsive service and a personalized, discrete approach to meeting a variety of sophisticated banking and credit needs. By partnering with a broad group of RBC experts in Canada and in key markets worldwide, she is able to provide a complete range of services customized to the unique needs of each client. In doing so, she creates packages for her clients that include high-end credit solutions, wealth management planning, business succession planning, estate planning and domestic and international trust structures.
Chelsea is also very committed to volunteering her time at various organizations including Women and Money, a financial literacy and empowerment initiative as well as Junior League of Edmonton. In her free time Chelsea enjoys spending time with family and being outdoors, on the weekend you will most likely find her and her husband with their son on their bikes.
Chelsea holds her Certified Financial Planner designation (CFP).
As a Private Banker with RBC Wealth Management, Geoff Nielsen brings over 14 years of diversified Retail and Commercial banking experience. Leveraging his Personal Financial Planner (PFP) designation, he provides comprehensive wealth management and financing strategies to professionals, high-net-worth business owners, executives and their families in Edmonton and Fort McMurray.
Drawing on his previous experience as a Healthcare Specialist in Commercial Banking, Geoff has a deep understanding of leveraging cash flow to build significant wealth strategies for Professional Corporations and related Holding Companies.
Geoff and his team provide customized and integrated solutions that include complex credit structures, tax and retirement planning and sophisticated packages for managing daily banking and cash management needs. Working with a selective client base ensures a high level of personalized service. He leverages his broad range of domestic and international experts who provide investments, commercial banking, and domestic and international trust services; enabling him to deliver comprehensive financial strategies.
Geoff is a proud father of two young daughters and can be found on the soccer field coaching their respective teams. He's considered a sports fanatic that appreciates the value of healthy competition and enjoys playing hockey and golf in his spare time.