Extended Team

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.

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.