High Net Worth & Business Owner Specialists

For those clients who have ties to the US or are business owners will more complex needs, we have the depth and expertise of in-house tax and estate planning lawyers & professional accountants to help you arrange your affairs in the most tax efficient manner while also ensuring a keen eye on risk management and future inter generational wealth transfer as well as legacy goals are met.
 

Financial Planning

Depending on your need, we can provide a financial plan designed to help you build your financial future or, if you have more complex needs, an in-depth financial plan that leaves no stone unturned.
Jason Fong, B.Comm. CPA, CA

Jason is a Chartered Accountant (CA). He holds a Bachelor of Commerce degree from the University of British Columbia and has completed all three levels of the Canadian Institute of Chartered Accounts In Depth Tax Course. 

Coming from one of the major global accountant firms, Jason brings a broad range of experience to his role as a Financial Planning Specialist. Jason's client base included high-net-worth individuals, private companies, trusts and partnerships.

As a Financial Planning Specialist, Jason's role is to work with and support your advisor in preparing and presenting Compass Financial Plans and to identify and assess any financial, tax and retirement planning concerns you might have.

 

Will & Estate Consultation

A professional Will & Estate Consultant works closely with us to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your Will and Estate consultation, you will receive a report outlining various estate-planning opportunities for you to explore in further detail with your own lawyer or account. 
John Simes, J.D.

John attended the University of Manitoba and received a Juris Doctor in 2002. Prior to joining RBC Wealth Management, John worked with a prominent law firm and a large trust company where he gained extensive experience in estate administration, Wills, Trusts, Power of Attorneys and Personal Directives. John is a member of The Law Society of Alberta, The Canadian Bar Association and The Calgary Bar Association.

 

Wealth Transfer Strategies

A highly qualified Insurance Specialist works with our team to help you create and preserve your wealth. We follow a comprehensive process to assess your needs and, if appropriate, recommend tax-exempt insurance products that will help you achieve your wealth management objectives.
 
 
Mike Macoun, CLU, CHS, TEP

Having entered his profession in 1989, Mike has all the leading industry designation in his field of expertise. More importantly, he has a gift to make the complex simple to understand. Estate planning can be daunting, but Mike will "paint a picture" that provides critical clarity.

Mike leads his estate planning team with purpose: To earn the respect of advisors, their clients and everyone we come into contact with. He and Estate Planning Specialist Leisa Fels have varied yet complementary skill sets that allow them to serve anyone a diverse range of needs, goals and circumstances among clients.

 

Leisa Fels, CFP, CLU, CHS, FCSI

Leisa is highly qualified with over 20 years of financial industry experience but it is her insistence on providing exception client experiences and her desire to have a positive impact on lives around her that sets her apart. Born and raised in Australia, Leisa is married with four children and lives in the foothills of Alberta.

 

Estate & Trust Advisory Services

A professional trust advisor who works with our individuals, families and businesses helps to provide customized estate, trust and incapacity solutions whether this is with the administration of an estate or responsibilities as a Corporate Power of Attorney.
 
Michelle Kasper, TEP, PFP, CFP

As a Senior Trust Advisor and a trust professional since 1995, Michelle Kasper provides leadership and direction on Trust and Estate matters. Michelle's highly developed technical knowledge, practical approach to interpretation and recognition of client needs, bring a balanced approach to the administration of specialized and complex trust structures.

Michelle graduated from the University of Calgary with a Bachelor of Arts (B.A.) degree, completed the Personal Financial Planner (PFP) and Certified Financial Planner (CFP) designations as well as obtained the TEP designation from the Society of Trust and Estate Practitioners. She is also a member of the Estate Planning Council.

Michelle and her family live just outside Calgary. In her spare time you will find her volunteering at her daughter's school or at the hockey arena cheering on her eldest daughter's team. She also enjoys golf, skiing, biking and gardening.