- Create your family legacy
- Estate planning
- Live well in retirement
- Retirement planning
- Ready for retirement
Gord Sandberg, CLU, CFP®, CH.F.C.
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Gord began his career in the financial services industry in 1982 and has since become a leading specialist in his field. He has acquired the Chartered Life Underwriter, Certified Financial Planner and Chartered Financial Consultant designations, making him an invaluable member of your advisor’s team.
Using a comprehensive planning approach, he will assess your specific needs and then help to create, secure and preserve your wealth by recommending creative, tax-exempt estate planning strategies.
Gord Sandberg can focus on both personal and corporate solutions to both increase your net worth and reduce the impacts of taxation. He can also assist you in structuring a succession plan to ensure an efficient transfer of wealth to your heirs in accordance with your wishes.
With access to Canada’s top-ranked insurance providers, Gord is dedicated to helping you obtain high-quality, cost-effective, insurance-based solutions.
Having begun his career in the financial services industry in 2003, Denny has a range of experience working in both sales and management positions. He prides himself on fostering high-trust relationships and matching client goals with ideal solutions. Specializing in working with families, professionals and business owner clients, including extensive work with physicians, Denny offers unique and customized life and living benefits insurance-based solutions to meet your needs.
Denny is an active member of ADVOCIS, The Financial Advisors Association of Canada, which is the oldest and largest voluntary professional membership association of financial advisors and planners in Canada. He previously held a five-year board member position for ADVOCIS at the Edmonton Chapter.
Financial Planning Specialist
Florence is both a Canadian Chartered Professional Accountant (CPA, CGA) and a U.S. Certified Public Accountant (CPA, Vermont USA). She has over 20 years of tax experience including 6 years as a tax practitioner at one of the leading international public accounting firms.
Prior to joining RBC, her role as a manager in the cross-border tax group included Canadian and U.S. personal tax planning and preparation for a variety of individuals including high-net-worth, U.S. citizens resident in Canada, and Canadians owning U.S. properties. She also provided tax planning consultations for employees of private Canadian corporations working or transferring cross-border. Additionally, her prior career experience involved Canadian corporate and trust tax planning and preparation services.
As a Financial Planning Specialist, Florence’s role is to work with and support your RBC advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial, tax and retirement planning concerns you may have.
Will & Estate Specialist
Joyce Burnett graduated from the University of Prince Edward Island with a B.Sc. and from Dalhousie Law School with her Bachelor of Laws. She was called to the Alberta Bar in 1986.
Prior to joining RBC, Joyce practiced law exclusively in the areas of wills, estate planning, estate administration, trusts, and charities law for ten years. She has taught professional continuing education seminars for the Legal Education Society of Alberta and the Canadian Bar Association.
Joyce is a member of the Society of Trust and Estate Practitioners (STEP), the Canadian Bar Association Wills and Estates, and Elder Law Subsections. She has spoken at many public and private seminars on the importance of estate planning, including planning for incapacity and succession. She is a regular speaker during Edmonton Wills Week, sponsored by the Edmonton Community Foundation.
Joyce is also very active in her community where she has been involved with a number of charitable and non-profit organizations.