Business Owner Planning
As a Business Owner Specialist, High Net Worth Planning Services, Abby, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.
Her guidance supports clients in their relationships with their external professional advisors, with whom she frequently interacts.
Prior to joining High Net Worth Planning Services, Abby provided tax, retirement, estate and financial planning advice to RBC advisors and their clients. She has written articles on various topics including charitable donations, executive compensation, tax planning and retirement planning.
Prior to joining RBC, Abby worked in a medium-sized accounting firm assisting business executives and high net worth clients with their tax planning and estate planning. She worked closely with owner-manager shareholders to assess and recommend the best tax planning strategies, the best corporate structure and the most suitable succession plan.
Abby is a Chartered Accountant and has a Bachelor in Economics and Commerce from the University of Toronto. She completed the In-Depth tax courses I and II and the Canadian Securities Course. She is also a Registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP) and has obtained the STEP Advanced Certificate in Family Business Advising. Abby is also a Certified Financial Planner (CFP).
As a Business Owner Specialist, High Net Worth Planning Services, Robyn, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.
Prior to joining RBC, Robyn acquired her expertise in estates, trusts and succession planning in both private practice and with a major trust company, practicing law in Toronto for 8 years with an emphasis on trusts, estates, succession, planning for incapacity and charities law, and as a will and estate consultant for a well-known Canadian trust company. In 2001, Robyn joined RBC, assisting clients with their overall tax and estate planning, and in 2011, assumed her present position, specializing solely in assisting business owners with their succession, tax, retirement and estate planning.
Robyn obtained her law degree from Osgoode Hall in 1991, and she was called to the Bar in Ontario in 1993. She has completed her in-depth tax courses, levels 1 and 2, as well as the Advanced Tax Issues for the Owner Managed Business Course and the Corporate Reorganizations Course. She has co-authored two books, “Drafting Wills in Ontario: A Lawyer’s Practical Guide” and “Drafting Wills in Canada: A Lawyer’s Practical Guide”.
In addition, Robyn was an instructor at the Estate and Trust Bar Admission Course at the Law Society of Upper Canada.She is an active member of the Society of Trust and Estate Practitioners (STEP) and has obtained the STEP Advanced Certificate in Family Business Advising.
Chris is a Chartered Accountant (CPA, CA) with over 25 years of experience in financial services. He holds his Bachelor of Commerce Degree (Accounting) from Carleton University.
Chris joined a major international public accounting firm upon graduation from university where he remained for 5 years. Chris began his career in wealth management services as an investment advisor in 1997 providing clients with investment management, financial planning and insurance solutions. Prior to joining RBC Chris was a financial planning specialist with a major Canadian insurance provider. Chris utilizes his experience as a Chartered Accountant and investment advisor to provide comprehensive financial planning services to professionals, business owners and other high net worth clients.
Jonah attended the University of Ottawa where he completed a Bachelor of Arts Degree in 2003. He subsequently attended Dalhousie University where he completed his Bachelor of Laws (LL.B.) degree in 2006. Upon completion of his articling position, Jonah practiced law for four years in the areas of tax and estate planning and corporate law where he worked closely with individuals and business owners to implement complex solutions to meet their particular needs.
Subsequently, Jonah entered the financial services industry where he worked for four years as a financial planner with career sales force advisors completing comprehensive financial plans and acting as a resource for their high net worth clients.
Jonah completed his CFP in 2013 and is a member of the Financial Planning Standards Council as well as the Law Society of Upper Canada.
As a Financial Planning Specialist at RBC Wealth Management Services, Jonah’s role is to work with and support advisors in preparing and presenting comprehensive Compass Financial Plans for clients.
Michael Keyes, CLU, B.Comm.
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Mike believes in making clients’ lives better and that long term success doesn’t happen by accident. He understands that financial decisions need to be made with precision and loves knowing that his work helps people succeed in achieving their tax, retirement and estate planning goals. Working closely with clients and their advisors, Mike puts together high-caliber solutions while providing simplicity to complex situations.
For nearly 30 years, Mike has dedicated himself to the financial services industry where he has focused on family wealth planning and the benefits of life insurance solutions. He joined RBC in 1997 and is a member of Advocis, the largest voluntary professional membership association of financial advisors in Canada.
When not at work Mike enjoys spending time with family, on the golf course, travelling and being outdoors.
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.
Will & Estate Consultants
Joseph graduated from Carleton University in 1988 and from the University of Western Ontario Law School in 1991. He was called to the Ontario Bar in 1993.
He is an Associate Member of The Society of Trust and Estate Practitioners and a Member of the Carleton County Law Association.
Prior to joining RBC, he practised estate planning in private practice and served as Will & Estate Consultant with Royal Trust Corporation.
He was an instructor for the Ontario Bar Admission Course in Estate Planning and Administration and has been an instructor at the University of Ottawa Law School since 2003 teaching the Will & Estate course.
As a Will & Estate Consultant, Megan Brown provides comprehensive estate planning services to clients.
Megan completed her undergraduate degree at McGill University, obtained her Bachelor of Laws from the University of Windsor and was called to the Ontario bar in 1998. For most of the fifteen years following her call to the bar, Megan was in private practice, specializing in the areas of estate planning and administration, incapacity planning, trust planning and administration, family business succession and charities law. Megan joined RBC Wealth Management in February 2013.
Megan is a registered Trust and Estate Practitioner with STEP (Society of Trust and Estate Practitioners) and has completed Levels I and II of the Canadian Institute of Chartered Accountants In-Depth Tax Course.
RBC Private Banking
As a Private Banker with RBC Wealth Management, Ian O'Keefe works with families, business owners, and professionals to provide counsel and solutions to their unique and sophisticated banking needs. He offers his clients the value of over 15 years' experience in financial services and a team of professionals who help simplify the complexity of their borrowing and banking decisions.
Many affluent individuals view credit as a wealth management tool, one that can help them take full advantage of business and investment opportunities as they arise. Whether in personal name, Family Trust, Holding Company or Professional Corporation Ian designs personalized short and long-term lending and flexible credit packages for this purpose.
With his personal and customized service, Ian can simplify their complex financial lives so they can focus on their career and personal goals. Because he works with a relatively small number of clients, Ian is able to ensure responsive service and the level of attention his clients require to help their businesses and lives run more smoothly. When necessary, he works with his clients' existing professionals to deliver comprehensive, integrated financial and borrowing solutions.
Born and raised in Brockville, Ontario, Ian and his family have enjoyed calling the greater Kingston area home since 2003. Ian is a graduate of the University of Guelph Agricultural Business program. He is married and the father of a son and daughter.