Serving your whole financial picture

 

Clients of the Calgary South branch benefit from the support of multiple industry-leading RBC specialists in various streams of finance. Meet the professionals working for you.

 

Financial planning specialists

 

Advisor

Kelly Kotello, B.Comm., CPA, CA, CFP

Financial Planning Specialist, RBC Family Office Services


Advisor

Jeff Unruh, CFP, CMA, B.Comm.

Financial Planning Specialist, RBC Wealth Management Canada


 

High Net Worth Planning Services

 

Advisor

Coady Cormier, BBA (Fin), LL.B, TEP

Vice-President, High Net Worth Planning Services, RBC Family Office Services


Advisor

Faisal Jamal, CPA, CA

Vice-President, High Net Worth Planning Services, RBC Family Office Services


 

Will & Estate Consultants

 

Advisor

John Simes, JD

Vice-President & Will & Estate Consultant, RBC Family Office Services


Advisor

Victoria Schneider, JD, TEP

Vice President and Will & Estate Consultant, RBC Family Office Services


 

Estate planning specialists

 

Advisor

Todd Sysak, CLU, TEP

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Eric Milner, CHS, CLU

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

M.C. (Mike) Macoun, CLU, CHS, TEP

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


 

Royal Trust, Estate Advisors

 

Advisor

Anisa Diwan, LL.B

Will and Estate Advisor, RBC Royal Trust


Advisor

Russell Kane

Estate and Trust Advisor, RBC Royal Trust


 

Let us connect you with an advisor today!

 

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