Kelly received her law degree from the University of Western Ontario in 1993 and was called to the bar in 1995.
She practised in the areas of litigation, family law and estate planning at a law firm until joining a major trust company in 1996, where she worked in a variety of roles involving estate administration and planning. Kelly joined RBC Wealth Management in 2003.
Kelly received her Certified Financial Planning (CFP) designation in 1998 and is a member of the Society of Trust and Estate Practitioners (STEP) as well as the Law Society of Upper Canada. She has completed Parts I and II of the CICA In-Depth Tax Course.
Kelly’s significant practical experience in the estate planning and administration field, coupled with her financial planning expertise, allows her to offer guidance on both the tax and personal implications of your estate plan.
Tracey is an integral member of the team, helping to create, preserve and increase wealth by incorporating insurance-based solutions within comprehensive financial plans.
Specializing in estate planning, Tracey applies innovative and tax-efficient solutions to a variety of wealth management issues and is skilled at simplifying their complexities. Her individualized approach to personal and corporate insurance planning help clients achieve their wealth management objectives and reach their estate and financial goals.
Beginning her financial services career in 1994, Tracey joined RBC in 2012. Beforehand, she spent 13 years with a leading life insurer, focused on providing insurance solutions expertise to advisors and product marketing.
Committed to ongoing development, Tracey has obtained the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designation.
Barrington Grey, CLU, CFP, FEA
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Relationships are the new wealth.
From my perspective, nothing is more important in life than having strong relationships. Relationships with my family, my friends and with my business partners.
My team fosters the strongest possible professional relationships with our internal partners’ clients and their respective external advisors. Without that collaborative strength, nothing great can be achieved. That’s why we believe relationships are the new wealth. They are essential if we are to understand clients’ dreams and deliver on our mission: to ensure that the wealth accumulated in a business or portfolio remains in the hands of the families that created it.
We bind one generation to the next through the powerful tool of tax-exempt insurance. We enhance the lives of our client families forever, by helping them have the choices that only financial security can bring.
As a Premier Banking Advisor, Charmaine Fitzgerald provides banking and credit solutions to select high-net-worth individuals and their families. Acting as a single point of contact, she partners with Investment Advisors across the Toronto region, and provides personalized service and tailored advice to efficiently and effectively manage their day-to-day banking needs.
With 15 years of experience in financial services with RBC, Charmaine is respected by clients and industry peers, having received top performer recognition multiple times.
Charmaine is deeply committed to giving back to her community, and has volunteered with the RBC Blue Water Project, Ronald McDonald House and Out of the Cold, helping to feed the homeless at Beaches United Church.
Born in Trinidad in the West Indies and raised in Winnipeg, Charmaine holds the Managerial and Financial Leadership Diploma from the University of Winnipeg and a Registered Nursing Certificate from the Centennial College of Applied Arts.
She currently resides in Toronto with her husband and son, and when she isn’t hard at work for her clients, you’ll find her travelling, riding her bike, catching up on world news and looking for new ways to help her clients achieve their financial goals.
Mark is a Chartered Professional Accountant, Chartered Accountant and holds Bachelor of Mathematics and Master of Accounting degrees from the University of Waterloo. He has also completed and instructed at the In-Depth Tax Course administered by CPA Canada.
In his previous role as a Tax Manager at a leading international accounting firm, Mark specialized in developing and implementing tax planning strategies for high-net-worth individuals, executives and private company business owners with a focus on succession and estate planning. Mark has also worked with clients to address their concerns in the areas of cross-border taxation, corporate restructuring and dispute resolution.
Mark’s role as a Financial Planning Specialist 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 that you may have.