Our partners

John attended the University of Manitoba and received a Juris Doctor in 2002.

Prior to joining RBC, John worked with a prominent national law firm and a large trust company where he gained extensive experience in estate administration, Wills, trusts, powers of attorney and personal directives.

John is a member of The Law Society of Alberta, The Canadian Bar Association and The Calgary Bar Association.

Vickie (Victoria) Schneider obtained both her Bachelor of Arts and Juris Doctor degrees from the University of Calgary. Vickie is a member of the Law Society of Alberta.

Prior to joining RBC, Vickie practiced law at a national law firm where she advised clients on estate planning and tax matters including Wills, trusts, enduring powers of attorney and personal directives. Vickie also has experience with estate administration and charity matters.

Vickie is a Society of Trust and Estate Practitioners (STEP) Calgary Branch Committee member.

Maximize wealth while minimizing taxes. Reduce complexity without compromising sophistication. In close collaboration with your investment advisor and a team of experts, Eric uses the unique features of tax-exempt life insurance to bring your estate plan into line with your values in a way that is clear and easy to understand.

Eric's career has been marked by continuous learning and professional development. In addition to completing financial planning courses and an investment management designation he has the Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations and is a member with Advocis, The Financial Advisors Association of Canada.

Entering the financial services industry in 2003, Eric’s career has been marked by continuous learning and professional development. In addition to completing financial planning courses and an investment management designation he has the Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations and he is a long-time member with Advocis, The Financial Advisors Association of Canada.

Eric is an avid reader, a passable cook, and he enjoys exploring the Rocky Mountains with his wife and 8 children.

Danielle is committed to delivering a positive and professional client experience with a hands-on, collaborative approach that prioritizes each client's unique estate planning goals and needs. She focuses on providing exceptional service by fostering clear and effective communication between clients and their advisors. Danielle takes the time to understand each client's situation, creating a tailored strategy to help achieve both short-term and long-term financial goals.

With over 10 years of experience at RBC, Danielle continues to expand her expertise in the industry. Danielle has earned the Certified Financial Planner (CFP) designation and she is passionate about using her knowledge and experience to support clients and positively impact the community.

Outside of work, Danielle and her husband, Mack, enjoy exploring the mountains with their two dogs, Charlie and Gus.

As a Business Owner Specialist, High Net Worth Planning Services, Faisal, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.

Faisal specializes in tax and estate planning for high net worth families.

Prior to joining RBC, Faisal was a tax senior manager with a mid-size accounting and advisory firm, as well as with a multi-national accounting firm. Faisal’s expertise includes tax and estate planning for high net worth individuals and families, professionals, and business owners.

Faisal is a Chartered Professional Accountant (CPA, CA) and his educational background includes the completion of the CICA’s in-depth tax course (Level I, II and III), a Bachelor of Arts in Economics from the University of Victoria, and a Masters of Professional Accounting from the University of Saskatchewan. He is also a member of the Canadian Tax Foundation.

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 accounting firms, Jason brings a broad range of experience to his role as a Financial Planning Specialist. In his previous role, his work included tax minimization through appropriate tax planning (corporate and personal) and business restructuring. 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 your Compass Financial Plan and to identify and assess any related financial, tax and retirement planning concerns you might have.

Kelly is a Chartered Professional Accountant (CPA, CA) with over twenty years of post designation experience. Kelly completed her Bachelor of Commerce degree (major in Accounting) at the Haskayne School of Business at the University of Calgary. She has also completed Level 1, 2 and 3 of the CICA In-Depth Tax Course and is a Certified Financial Planner.

Prior to joining RBC, she was a tax manager at one of the leading international public accounting firms. Kelly specialized in providing tax preparation and tax planning to individuals, owner managers, corporate and high net worth clients.

Kelly’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.