Our Team

Megan completed her undergraduate degree at McGill University, obtained her Bachelor of Laws from the University of Windsor and became a member of the Law Society of Ontario in 1998. For most of the 15 years following her call to the bar, Megan was in private practice, specializing in the areas of complex estate planning and administration, incapacity planning, trust planning and administration and family business succession for high-net-worth families. Megan joined RBC Wealth Management in February 2013. Megan is a registered Trust and Estate Practitioner with STEP (Society of Trust and Estate Practitioners) and has completed Levels I and II of the Canadian Institute of Chartered Accountants In-Depth Tax Course.

Grant attended Concordia University in Montreal where he completed a Bachelor of Commerce degree in 1992. He holds three financial planning designations, a Specialist designation from the Trust Institute, and is also a member of the Society of Trust and Estate Practitioners. Grant has completed the in-depth tax program with the Canadian Institute of Chartered Accountants (Levels I, II and III).

Grant has over 25 years of progressive experience in various roles within the financial services field. In addition to his work with RBC Wealth Management, he is currently teaching Tax and Estate Planning courses for the Institut Québecois de Planification Financière to support the continuing education requirements of financial planners in the province of Quebec. Grant has also provided support to the Financial Planners Standards Council of Canada as a subject matter expert and has taught financial planning courses at George Brown College in Toronto.

Ali is a Chartered Professional Accountant (CPA, CA). He is a graduate of York University’s Bachelor of Commerce (BCom) program with a specialization in Accounting. He subsequently completed CPA Canada’s In-Depth Tax Program. 

Prior to working at RBC, Ali worked as a Senior Tax Manager with one of Canada’s largest public accounting firms and has previous Big 4 accounting firm experience. 

During his time as a tax practitioner, Ali specialized in Canadian and U.S. tax planning, corporate reorganizations, tax minimization strategies and succession planning. Some of Ali’s clients included high-net-worth families, private businesses and estates. 

Ali’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 planning concerns you may have. 

Daniela obtained her Bachelor of Science from the University of Toronto in 2010 and her LL.B. from the City University of London in 2013. Daniela completed her articles at a small boutique litigation firm before being called to the Bar in 2015.

Prior to joining RBC, Daniela practiced in the area of Wills, Estates and Trusts in law firms ranging in size from small to mid-size. She advised clients at all stages of succession matters including assisting with estate and succession planning, estate administration and estate and fiduciary litigation. As part of her estate and succession planning practice, Daniela also assisted business-owner clients with corporate reorganizations, including estate freezes. In addition, she assisted estate trustees with navigating the complex world of administering estates, as well as assisted clients with guardianship applications and various estate and fiduciary disputes.

Daniela is bilingual and able to provide services to RBC clients in Spanish

As a Senior Trust Advisor, Manish Gosrani is responsible for managing a complex book of accounts. He works with individuals, families and businesses throughout Toronto and the GTA to provide customized estate, trust and incapacity solutions.

Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a Power of Attorney, Manish can help.

Manish has more than 25 years of wealth management experience in Canada and the UK. He holds a Bachelor of Law degree (LL.B), is a Certified Financial Planner (CFP) and is working towards his Trust and Estate Practitioner (TEP) designation to further strengthen his industry knowledge and expertise.

Manish has a deep understanding of priorities and needs of wealth advisors and delivers well balanced advice by staying abreast of product, industry, investment, tax and legislative developments. With a career focused on building client relationships, he brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. He is dedicated to providing assistance in the preservation, management and transfer of wealth between generations by providing solutions to implement clients’ estate, trust and philanthropic plans

Audrey Miller is a registered Social Worker with over 30 years of experience counselling individuals and families on health and rehabilitation. She is the founder and Managing Director of Elder Caring Inc. a consulting firm that provides direct care management services to seniors, their caregivers and families. 

In addition to her consultation services, Audrey is a trusted advisor educating professionals in the legal and financial communities about ageing issues and the needs of caregivers. She is the author of hundreds of articles and blogs and shares her expertise on her website www.eldercaring.ca. She also has several videos available on the eCaring Channel. 

About Elder Caring Inc. 

Elder Caring Inc. is a national care management company established by Audrey Miller in 2004 with a mission to help improve the living situation of older Canadians and make recommendations about living well, at home or in assisted living settings. Elder Caring Inc. is comprised of a team of experts in Social Work, Occupational Therapy and other allied health professions with years of experience providing care management while working with the disabled, older adults, their families and caregivers. Understanding that access to elder care services can reduce stress and improve the well-being of older individuals, the consultants at Elder Caring Inc. help families navigate the health care system, assess and access resources and in some cases, act as an advocate for the individual. 

The Wellness Binder™

Audrey is well-known for her Wellness Binder™ which the Financial Post deemed “A Planning Tool With A Difference”. This binder catalogues health, personal and caring information and serves as a reference for caregivers who may need to make decisions on behalf of someone who is vulnerable or incapacitated.