Will & Estate Consultants
Vice-President & Will & Estate Consultant, RBC Wealth Management
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.
Will & Estate Consultant, RBC Wealth Management
Vickie (Victoria) Schneider obtained both her Bachelor of Arts and Juris Doctor degrees from the University of Calgary. Vickie is a member of the Law Societyof Alberta.
Prior to joining RBC, Vickie practiced law at a national law firm where she advised clients on estate planning and tax matters including Wills, trusts, enduring powers of attorney and personal directives. Vickie also has experience with estate administration and charity matters.
Vickie is a Society of Trust and Estate Practitioners (STEP) Calgary Branch Committee member.
Financial Planning Specialist
Financial Planning Specialist, RBC Wealth Management
Monika is a Chartered Professional Accountant (CPA, CA) and a Certified Financial Planner (CFP). She received her Bachelor of Business Administration (major Accounting) from Mount Royal University and completed all three levels of the Canadian Institute of Chartered Accountants’ In-Depth Tax Course.
Prior to joining RBC, Monika was employed as a tax manager at one of the major global public accounting firms where she specialized in accounting, tax planning and compliance services for individuals, owner-managed and corporate clients.
Monika’s primary role at RBC is to work together with advisors in preparing and presenting comprehensive Compass Financial Plans.
Estate Planning Specialists
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
As an integral member of your advisor’s team, Todd utilizes customized and unique insurance strategies to address the short & long-term concerns of personal and corporate clients.
Having been in the industry for 27 years, Todd has spent the majority of his time working directly with business and agricultural owners and their professional advisors to create and preserve a client’s wealth.
Todd earned both his Bachelor of Economics and Bachelor of Commerce Degrees from the University of Alberta. He holds the Trust and Estate Practitioners (TEP) and Chartered Life Underwriters (CLU) designations and is an active member of Advocis and CALU (Conference of Advanced Life Underwriters).
Todd is married with two children. His outside interests include skiing, hiking, horseback riding, & volunteering in his community.
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
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/.
Senior Trust Advisor
Senior Trust Advisor, Royal Trust Corporation of Canada
As a Senior Trust Advisor, Michelle Kasper serves clients throughout Southern Alberta located in the Calgary office. Michelle has been a trust professional since 1995, and provides leadership and direction on Trust and Estate matters. With a career focus on client relationships, she is dedicated to her clients and provides a personalized service tailored to their specific needs.
A graduate of the University of Calgary with a Bachelor of Arts (B.A.) degree, Michelle has continued to deepen her knowledge and expertise with key industry designations including the Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP), and Personal Financial Planner (PFP) designations. Michelle is also a member of the Calgary Estate Planning Council.
Michelle works with individuals, families and businesses to provide customized estate, trust and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a Power of Attorney, Michelle can help.
With more than 20 years of industry experience, Michelle brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. Michelle understands that no two clients are the same and so together with her RBC Estate & Trust Services partners she can find the solution that’s right for you.
High Net Worth Planning Specialists
Vice-President, High Net Worth Planning Services, RBC Wealth Management
Coady specializes in tax and estate planning for high net worth families.
Prior to joining RBC, Coady was called to the Bar in Ontario (in 1992) and in Alberta (in 1998). Coady’s expertise includes tax and estate planning for high net worth individuals and families, professionals and business owners.
Coady is a tax lawyer and his educational background includes the completion of the CICA In Depth Tax Course (Levels I, II and III), a finance degree from Bishop’s University and a law degree from Dalhousie University. Coady is also a member of the Canadian Tax Foundation.
Wealth Planning Consultation
Coady works closely with your RBC advisor to identify strategies and solutions on structuring your affairs in a manner that addresses your overall wealth planning needs, which you would then discuss and implement with your accountant or lawyer.
To schedule a meeting with Coady Cormier please contact your RBC advisor.