With over 25 years in the financial services industry, Maya Diab has extensive experience working with high net worth individuals and their families, business owners, and corporations in Edmonton and the surrounding area. She believes that the client relationship is built on open communication and trust, and she is passionate about delivering exceptional experiences working one-on-one with each client. By drawing upon the full spectrum of specialists available both internally and externally, she follows a sophisticated wealth management and planning process, offers domestic and international trust structures, and consistently delivers sound advice and optimal solutions to her clients.
Clients value the experience, perspective and expertise that Maya brings to the relationship, including her 16 year service as a Personal Financial Planner (PFP) in Dubai UAE. With attention to detail is paramount, she offers a truly personalized and differentiated service – as a result, Maya works intimately with a limited number of clients and their families. This approach allows her to spend more time deeply understanding her clients' needs – helping them simplify their financial journey.
Maya was raised in United Arab Emirates and has made Sherwood Park, Alberta her new home. She is a caring individual who loves to help and educate her clients and everyone around her. Outside the office, she gives back to her local community, and is involved in various volunteering opportunities at Mustard seeds, Little Worriers and the Sherwood Park food bank. Spending time with her family is her favourite pastime, and they enjoy travelling, cooking and watching movies together.
Barbara Mercredi brings more than 18 years of experience in financial services to her role as a Private Banker. Drawing on her background in Commercial Services and Retail Markets, Barbara provides comprehensive financial management to a select group of high net worth individuals, business owners, professionals and their families.
Based in Grande Prairie, Barbara works with clients throughout Northern Alberta and British Columbia in the Peace Country Region, to address their often complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions.
Barbara works with clients and their families, as well as estate consultants, legal, tax and insurance advisors to develop customized strategies that act as a "road map" for achieving their financial goals on their wealth journey. Barbara works with a team of specialists to enable her to provide a complete range of services - including investment management, business succession planning, estate and legacy planning, sophisticated credit and leverage strategies - to meet each client's specific needs.
Born and raised in Northern Alberta, Barbara has lived throughout Canada and travelled extensively worldwide. Barbara enjoys volunteer work, supporting local organizations and charities such as Rotary and Habitat for Humanity.
As a Premier Banking Advisor for the Edmonton area, Monica works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, she provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.
With 12 years' experience in financial services, with RBC, Monica is respected by her clients, her peers and the industry, and has received top performer recognition.
Born and raised in Mexico, Monica holds a Degree in Law from the University of Autonomous, Puebla, Mexico. Monica is committed to giving back to the community and is highly active volunteering with the Junior Achievement Organization, teaching financial basics to junior and high school students. Monica also taught financial literacy at McEwan University. As a leading community role model, Monica story was featured in the book, "Untold Stories on Immigrant Women in Canada" by the GROW (Gradual Rising for Women).
Monica currently resides in Edmonton with her husband and three children. When she is not hard at work with her clients, you will find her spending time exercising, playing basketball and enjoying folkloric dance. Monica is fluent in Spanish and English.
Joyce Burnett graduated from the University of Prince Edward Island with a B.Sc. and from Dalhousie Law School with her Bachelor of Laws. She was called to the Alberta Bar in 1986.
Prior to joining RBC, Joyce practiced law exclusively in the areas of wills, estate planning, estate administration, trusts, and charities law for ten years. She has taught professional continuing education seminars for the Legal Education Society of Alberta and the Canadian Bar Association.
Joyce is a member of the Society of Trust and Estate Practitioners (STEP), the Canadian Bar Association Wills and Estates, and Elder Law Subsections. She has spoken at many public and private seminars on the importance of estate planning, including planning for incapacity and succession. She is a regular speaker during Edmonton Wills Week, sponsored by the Edmonton Community Foundation.
Joyce is also very active in her community where she has been involved with a number of charitable and non-profit organizations.
Having begun his career in the financial services industry in 2003, Denny has a range of experience working in both sales and management positions. He prides himself on fostering high-trust relationships and matching client goals with ideal solutions. Specializing in working with families, professionals and business owner clients, including extensive work with physicians, Denny offers unique and customized life and living benefits insurance-based solutions to meet your needs.
Denny is an active member of ADVOCIS, The Financial Advisors Association of Canada, which is the oldest and largest voluntary professional membership association of financial advisors and planners in Canada. He previously held a five-year board member position for ADVOCIS at the Edmonton Chapter.
Eric Milner, CHS, CLU
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Maximize wealth while minimizing taxes. Reduce complexity without compromising sophistication. In close collaboration with your investment advisor and a team of experts, Eric uses the unique features of tax-exempt life insurance to bring your estate plan into line with your values in a way that is clear and easy to understand.
Eric's career has been marked by continuous learning and professional development. In addition to completing financial planning courses and an investment management designation he has the Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations and is a member with Advocis, The Financial Advisors Association of Canada.
Entering the financial services industry in 2003, Eric’s career has been marked by continuous learning and professional development. In addition to completing financial planning courses and an investment management designation he has the Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations and he is a long-time member with Advocis, The Financial Advisors Association of Canada.
Eric is an avid reader, a passable cook, and he enjoys exploring the Rocky Mountains with his wife and 7 children.
Elli brings more than 12 years of financial service experience to her role as an Estate and Trust Advisor for the Prairies Region. Her depth of experience, coupled with her professionalism and dedication to client service, serves Elli well in dealing with the complexities of estate settlement.
Elli works with individuals, families, and businesses who wish to protect their assets and transfer their wealth for generations. Clients appreciate her sensitivity to the often difficult decisions and sometimes overwhelming responsibilities that can go hand in hand with the role of executor.
With a strong focus on her professional development, Elli holds a Qualified Associate Financial Planner (QAFP) designation, and the Personal Financial Planner (PFP) designation. She has continued to further strengthen her industry knowledge and expertise, and is working towards the Certified Financial Planning (CFP) and Trust and Estate Practitioner (TEP) designations.
Elli can discuss estate settlement and administration services, trustee services, trust structures, and other specialized services offered by RBC Royal Trust throughout Canada. She will provide a tailored solution to help individuals carry out their many executor duties, expedite the settlement process, and maximize the estate’s value through knowledgeable handling of estate and tax issues.
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