Professional Network

It is important, as your wealth advisor, that we work in concert with your team of chosen experts who have a stake in your financial well-being. This includes legal, accounting, personal / private banking, and commercial banking professionals. We work with your existing team of professionals to ensure your wealth management strategies are seamlessly integrated and implemented. If you require a referral to a professional, either internal or external to RBC, we would be happy to provide access to our extensive network.


High Net Worth Planning

We work closely with Planning Specialists who have expertise in advising high net worth families and individuals. The high net worth planning team identifies custom strategies and solutions to efficiently align your personal, family, and business wealth management needs in a tax efficient manner.

Advisor

Coady Cormier, BBA (Fin), LL.B, TEP

Vice-President, High Net Worth Planning Services, RBC Wealth Management


Advisor

Faisal Jamal, CPA, CA

Vice-President, High Net Worth Planning Services, RBC Wealth Management


Will and Estate Planning

Thorough estate planning is paramount to ensuring your wealth is properly transferred to your beneficiaries of choice. When a client's will is either non-existent or incongruent with their estate planning intentions, our complimentary will and estate consultation can uncover deficiencies, provide recommendations, and assist with improved implementation.

Once a comprehensive estate plan has been determined, often a subsequent consideration is positioning your assets to minimize your estate's tax exposure. To that end, our estate plan review process is available to help you maximize the value of your estate by positioning your assets in tax-efficient or tax-exempt strategies.

Advisor

Eric Milner, CHS, CLU

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Victoria Schneider, JD, TEP

Will & Estate Consultant, RBC Wealth Management


Advisor

John Simes, JD

Vice-President & Will & Estate Consultant, RBC Wealth Management


Comprehensive Financial Planning

We recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer our highest level of financial planning. Your plan will consider strategies to:

  • maximize cash flow; 

  • reduce taxes; 

  • safeguard your retirement lifestyle; 

  • protect your financial security; 

  • transfer wealth to the next generation tax-efficiently; 

  • and make the most of your philanthropic legacy.

Advisor

Kelly Kotello, B.Comm., CPA, CA, CFP®

Financial Planning Specialist, RBC Wealth Management


Advisor

Jason Fong, B.Comm., CPA, CA

Financial Planning Specialist, RBC Wealth Management


Advisor

Monika Zarzycki, BBA, CPA, CA, CFP®

Financial Planning Specialist, RBC Wealth Management