Our extended team

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.

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.

Coady’s expertise includes tax and estate planning for business owners, professionals, executives, retirees and individuals with U.S. issues. He also assists individuals facing significant financial events (for example, sale of business, financial windfall, retirement, severing residential ties with Canada, etc.).

For more than 20 years, Coady has assisted high-net-worth and ultra-high-net-worth individuals and families with their complex planning needs. Coady is a tax lawyer, and he has occupied his current planning role at RBC since 2008. In providing planning information to clients, Coady frequently communicates with their external professional advisors.

Coady’s educational background includes a law degree from Dalhousie University as well as the completion of the Chartered Professional Accountants of Canada (CPA Canada’s) In-Depth Tax Course (Levels I, II and III) and the CPA Canada’s Tax Issues for the Owner-Managed Business Course. He is a member of both the Canadian Tax Foundation and the Canadian Bar Association (Alberta Branch (South)) Tax Specialist Section. Also, Coady was called to the Bar in Alberta and Ontario. Further, in addition to his finance degree from Bishop’s University and the completion of the Canadian Securities Course, Coady is a registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP).

As a member of the RBC Wealth Management Services team, and formerly as a Financial Planning Consultant, Stephanie brings extensive knowledge and experience in financial planning and education. She maintains the Fellow of the Canadian Securities Institute (FCSI) and Certified International Wealth Manager (CIWM) designations from the Canadian Securities Institute, as well as the Certified Financial Planner (CFP) designation through FP Canada™. 

In her role as Manager, Financial Literacy, Stephanie oversees the RBC Wealth Management Financial Literacy program, as well as broader strategy planning and thought leadership to support and grow this area across RBC Wealth Management. Stephanie specializes in providing clients and advisor teams with support, resources and expertise in financial literacy and in building financial management skills; promoting, managing and updating existing educational content; and developing new resources. Stephanie also focuses on initiatives and partnership opportunities to further boost awareness around financial literacy and the importance of structured, comprehensive learning among all age groups. 

Stephanie is currently working towards a Master’s degree in education. An advocate both of and for advanced education, Stephanie has volunteered with FP Canada to develop and mark financial planning examinations and taught Certified Financial Planner (CFP) preparatory classes. To promote financial literacy, she has also presented in elementary school classrooms with Junior Achievement. 

Having entered his profession in 1989, Mike holds the leading financial and estate planning industry designations. But more importantly, he has a natural ability 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.

Mike is approachable and sincere, with a desire to provide the best service possible. This is why his team is a perennial leader across Canada. He is married with two children, lives in Calgary and is grateful for the life he leads, and the job he gets to do every day. To learn more, visit Mike on LinkedIn: www.linkedin.com/in/mike-c-macoun/.