Extended Wealth Management Services Team
Chris Machan, CFP, FMA, FCSI
Financial Planning Consultant
In appreciation of your valued business relationship with us, we are pleased to offer you comprehensive financial planning with Chris Machan. Chris will help you address your issues and concerns, and clarify your objectives. Your personalized financial plan will provide specific recommendations focused on your particular needs, including cash flow, tax strategies, investments, retirement, and estate planning and will ultimately assist you in maximizing your situation and achieving your goals. This personalized report should serve as a roadmap to help you make financial decisions in the future.
Chris graduated with a Business Management - Financial Services diploma prior to joining the financial services industry in 2003. He has also successfully achieved the designation of Certified Financial Planner (CFP), Financial Management Advisor (FMA), as well as Fellow of the Canadian Securities Institute (FCSI).
Garry T. Bard, B.A. (Hons.), LL.B., TEP
Will & Estate Consultant
Garry received his LL.B. (Bachelor of Laws) from Queen’s University in Kingston, Ontario. He has a B.A. (Honours) in Music (classical guitar) from University of Guelph.
Garry was called to the Ontario Bar in 1987. He has experience practicing estates law in private practice as well as with various financial institutions. Garry is a member of the Society of Trust and Estate Practitioners (STEP) as well as the Law Society of Upper Canada.
Garry’s legal experience spans over 35 years and his law practice focused on providing proactive planning advice to both individuals and businesses with estate and succession planning concerns.
Garry has been a resident of Simcoe County (Innisfil/Barrie) for over 25 years. Prior to joining RBC Wealth Management, he had been working as an Estate and Trust Consultant in Barrie for almost 10 years.
Estate Planning Specialist
Working closely with your advisor, Colin employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations, he works with your other professional advisors in the development of appropriate solutions.
Colin can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. He can also assist you in structuring your insurance contracts to ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, cost-effective insurance solutions, Colin evaluates various insurance offerings from Canada’s top-ranked insurance providers.
Prior to joining RBC in 2010, Colin was an independent financial planner specializing in insurance and wealth transfer strategies. With experience in personal and corporate insurance planning, Colin has the knowledge to tailor personalized insurance solutions for individuals, professionals and business owners that maximize the financial and tax advantages of insurance products.