Todd Sysak, AVA, TEP
Spécialist en planification successorale, Services Financiers RBC Gestion de patrimoine inc.
Fort d’une expérience de plus de 30 ans dans le secteur des services financiers, Todd passe la majeure partie de son temps à travailler directement avec des propriétaires d’entreprise et d’exploitation agricole, et leurs conseillers professionnels, en vue de créer et de préserver leur patrimoine. Ce faisant, Todd collabore avec votre conseiller de confiance, et il a recours à des solutions d’assurance personnalisées et uniques pour répondre à vos préoccupations à court et à long terme en gestion de patrimoine concernant vos besoins financiers personnels ou d’entreprise.
Todd détient un baccalauréat en économie et un baccalauréat en commerce de l’Université de l’Alberta. En outre, il détient les titres professionnels d’assureur-vie agréé (AVA), de Trust and Estate Practitioner (TEP) et il est un membre actif d’Advocis et de CALU (Conference of Advanced Life Underwriters).
Todd se tient occupé; il est père de deux enfants adultes et s’adonne activement à des activités de plein air telles que le ski, la randonnée pédestre et l’équitation. En outre, il s’adonne à des activités de bénévolat dans sa collectivité.
As a Premier Banking Advisor for the Calgary area, Jacky works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. He partners with Investment Advisors and Counsellors across the Region, and provides personalized service and tailored advice, to efficiently manage their day-to-day banking needs.
Jacky's formative years were spent in Britain. After graduating there, he moved to Hong Kong where he obtained a Bachelor's Degree in Economics & Marketing. Later, he immigrated to Alberta, Canada, and acquired a Diploma in Financial Services from the Bow Valley College in Calgary. His global education, and experience at RBC over the past few years, have equipped him well for the Premier Banking Advisor role.
Jacky has since settled in Calgary, AB, and gives back to the community through volunteering activities with the Spinal Muscular Atrophy Organization, and tutoring at various High Schools in the area. He is also fluent in Cantonese. His hobbies include hiking in the Summer; playing soccer; reading and travelling.
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 Society of 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.