Our partners

Prashant has assisted high-net-worth and ultra-high-net-worth families with tax, estate and retirement issues since 1992.

His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts.

His expertise includes tax and estate planning for executives, business owners, retirees, sports professionals and individuals with U.S. issues. He also assists individuals facing significant financial events (sale of business, financial windfall, retirement, job loss, moving to Canada, leaving Canada, etc.)

Prior to joining RBC in 1999, Prashant honed his expertise by working as a Canadian and U.S. tax specialist for two of the big four accounting firms in downtown Toronto.

Prashant is a Certified Financial Planner, Associate of the Society of Actuaries and member of both the Society of Trust and Estate Practitioners and Canadian Tax Foundation.

Robyn, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a high-net-worth client.

Prior to joining RBC, Robyn acquired her expertise in estates, trusts and succession planning in both private practice and with a major trust company, practicing law in Toronto for 8 years with an emphasis on trusts, estates, succession, planning for incapacity and charities law, and as a will and estate consultant for a well-known Canadian trust company. In 2001, Robyn joined RBC, assisting clients with their overall tax and estate planning, and in 2011, assumed her present position, specializing in assisting high-net-worth clients with their succession, tax, retirement and estate planning.

Robyn obtained her law degree from Osgoode Hall in 1991, and she was called to the Bar in Ontario in 1993. She has completed her in-depth tax courses, levels 1 and 2, as well as the Advanced Tax Issues for the Owner Managed Business Course and the Corporate Reorganizations Course. She has co-authored two books, “Drafting Wills in Ontario: A Lawyer’s Practical Guide” and “Drafting Wills in Canada: A Lawyer’s Practical Guide”.

In addition, Robyn was an instructor at the Estate and Trust Bar Admission Course at the Law Society of Upper Canada.She is an active member of the Society of Trust and Estate Practitioners (STEP) and has obtained the STEP Advanced Certificate in Family Business Advising.

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, Ariel spent 5 years teaching Real Estate Law and Estate Law at La Cité Collégiale in Ottawa. For the previous 12 years, Ariel held several positions at a major trust company, culminating in the role of Trust Manager.

Ariel is a member in good standing of the Law Society of Upper Canada, and the Society of Trust and Estate Practitioners (Canadian chapter). His significant practical experience in estate planning and administration allows him to offer valuable guidance during the creation of your estate plan.

Membre à part entière de l’équipe, Tracey aide à créer, préserver et faire fructifier le patrimoine de clients en intégrant des solutions fondées sur l’assurance à même des plans financiers exhaustifs.

Spécialisée en planification successorale, Tracey applique des solutions innovatrices et fiscalement avantageuses à divers enjeux de gestion de patrimoine et elle se démarque par ses compétences à simplifier leurs complexités. Son approche sur mesure à la planification d’assurance pour les particuliers et les entreprises aide les clients à atteindre leurs objectifs en gestion de patrimoine de même que leurs objectifs en matière successorale et fiscale.

Ayant débuté sa carrière dans les services financiers en 1994, Tracey est entrée au service de RBC en 2012. Auparavant, elle a passé 13 ans au sein d’un grand assureur vie, où elle proposait son savoir-faire en solutions d’assurance aux conseillers ainsi qu’au marketing de produits. En outre, Tracey a obtenu les titres professionnels de planificatrice financière agréée (CFP) et d’assureuse-vie agréée (AVA).

Après avoir travaillé quatre ans auprès d’un chef de file en matière d’assurance vie, Barrington s’est joint à RBC en 1993 pour aider les conseillers de RBC à présenter à leurs clients une nouvelle stratégie pour bâtir et protéger leur patrimoine : l’assurance exonérée d’impôt. Depuis lors, les clients ainsi que leurs conseillers fiscaux et juridiques font appel aux compétences et aux conseils de ce spécialiste reconnu de l’amélioration et de la protection du patrimoine d’assurance.

Barrington est planificateur financier agréé (CFP), assureur vie agréé (AVA) et conseiller auprès des entreprises familiales (Family Enterprise Advisor). Il est également membre de la Conference for Advanced Life Underwriting (CALU) dont le mandat est de se concentrer sur des domaines propres aux enjeux de planification financière avancés liés à la planification successorale et à l’assurance vie détenue par une société, entre autres.

Toujours disposé à contribuer à la communauté de l’assurance, Barrington est régulièrement invité à participer à des conférences nationales organisées par les compagnies d’assurances vie et les associations professionnelles affiliées.

Madison is a Chartered Professional Accountant (CPA, CA), Certified Financial Planner (CFP) and holds a Master of Management and Professional Accounting (MMPA) degree from the University of Toronto. She has completed the CPA Canada’s In-Depth Tax Course and Indirect Tax Course. Madison shares her knowledge and experiences through her role as a Session Leader and a facilitator for CPA Ontario’s Professional Education Program.

Madison is proficient in both Cantonese and Mandarin. She also brings a wide range of experience to her role as a Financial Planning Specialist. In her previous role as a tax manager from a boutique tax consulting firm, she specialized in developing and implementing tax planning strategies for high net worth individuals and private corporations with a strong focus on Canadian domestic and cross-border succession and estate planning. She also worked extensively with clients on various corporate reorganizations, dispute resolution as well as tax and estate litigation supports.

Madison’s role as a Financial Planning Specialist is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial, tax and retirement planning concerns that you may have.