Ted Chan, BComm. ,CFP, CLU, CIM, FCSI, TEP
Ted is a Bachelor of Commerce graduate from the University of Toronto and a Certified Financial Planner. He began his career at financial planning companies servicing affluent clients, ranging from corporate executives to small-business owners to professional athletes. Ted also holds designations as a Financial Management Advisor, Trust and Estate Practitioner and is a Fellow of the Canadian Securities Institute. Ted’s focus is on providing financial planning services for our clients.
Ted’s Financial Planning Comments: "I provide solutions for simple or complex financial planning issues"
Ariel-Charles Guigui, BA,LLB
Will & Estate Consultant
Ariel graduated from the University of Ottawa with a degree in Business Administration in 1992, and from the Faculty of Law in 1994 where he served on the editorial board of the Law Review. He was called to the Ontario Bar in 1996. Prior to joining RBC Dominion Securities, Ariel spent five years teaching real estate law and estate law at Cité Collégiale in Ottawa
Ariel’s Will and Estate Comments: "I will provide a report on structuring your estate in an efficient and tax effective manner"
Andrew Sipes, CLU, CFP
Vice-President & Estate Planning Specialist
With over 24 years of Estate Planning experience, Andrew loves the insurance business; it’s not the products, it’s the opportunity to learn about you. Learning about people, their families, about lives as a whole and how insurance may help to address your unique circumstances and reach your most cherished goals.
Andrews Insurance Planning Comments: "My role is to educate clients on which situations these products are for, and how you make them work to increase your net worth and reduce the impact of taxation"
Prashant Patel, ASA, CFP, TEP
Prashant has been a member of the Wealth Management Services team at RBC since 1999, providing tax, estate and retirement planning advice and solutions to RBC advisors and high-net-worth clients. Prashant has over 25 years of experience in personal tax and financial planning with expertise in personal tax planning, U.S. tax and estate planning, owner manager planning, executive compensation, sports professionals and pensions. He is an actuary by education and has received Associateship designation from the Society of Actuaries (ASA).
Prashant’s Tax Comments: "I offer a number of solutions that can simplify the tax planning process"
Senior Trust Advisor, RBC Estate & Trust Services
Greg’s highly developed technical knowledge, practical approach and recognition of client needs, brings a balanced approach to the administration of complex Estate and Trust structures, including Powers of Attorney. He works with individuals, families and business to provide customized estate, trust and incapacity solutions. Whether it is helping someone settle an estate, establish a trust to ensure the successful transfer of family assets, create a philanthropic legacy plan or arranging to assist with the administration and responsibilities for a Power of Attorney, Greg can help.
Greg’s Estate Comments: "Being an executor is very complex – we are here to steer you through the many challenges"