Collaborative partners

Avideh Parent is an experienced lawyer with a strong commitment to educating people on the importance of estate planning. Avideh is a frequent presenter on Wills and Estates for organizations such as the Legal Education Society of Alberta, the City of Edmonton, Next Step Continuing Education, and the Edmonton Community Foundation. Avideh also has been featured on Global TV, Shaw TV, and various financial education websites.

Avideh received her undergraduate degree from Carleton University and went to Law School at the University of Alberta. In 2001 she was called to the Alberta Bar and is a member of the Law Society of Alberta. Avideh holds the Trust and Estate Practitioner (TEP) designation, granted through the Society of Trust and Estate Practitioners (STEP). Prior to joining RBC in 2012, she devoted her law practice to Wills, Estate Planning, and Estate Administration.

Avideh is also very active in the Latin dance community, and enjoys travelling the world to perform and compete with her husband in salsa dance competitions.

Avideh has been a member of the following organizations:

• Wills & Estates Subsection of the Canadian Bar Association;
• Elder Law Subsection of the Canadian Bar Association;
• Edmonton Estate Planning Council;
• Oliver Centre Board of Directors.

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.

"Clients are more than numbers, they're people with individual needs and emotions. I do my utmost to create a trusting relationship, to recognize their intentions and learn how they best wish to manage and distribute their wealth."

Incorporating insurance-based tax and estate planning solutions, Katie recognizes clients' circumstances and works with them to coordinate all areas of their family, business and multi-generational planning. She also excels at simplifying potentially complex issues like future tax liabilities and succession planning. Since joining RBC in 2010, Katie's genuine interest in understanding clients' desires has been a driving force in her success. "I'm not just thinking about the numbers. I want to get to know people; we're all unique."

Getting to know Katie, she likes to describe herself as 'boring' but she is actually an accomplished musical artist. She and her husband Chris are the proud parents of 3 children and live just outside of Edmonton in Ardrossan.

"In order to help, we must be knowledgeable, ask the right questions and listen." Working with clients for more than 20 years, Patrick believes empathy is the key to understanding people. "Learning what matters most, and providing meaningful advice with purpose is why I am passionate about what I do."

Collaborating with our team of professionals, Patrick helps implement wealth management plans by using insurance based solutions that preserve wealth, increase estate values and transfer wealth to the next generation.

While driven to succeed, it is Patrick's family that brings him the most joy. Together they enjoy parks, travelling, and biking. He is fluent in Polish, German and English, and remains active in the industry by volunteering for Advocis, The Financial Advisors Association of Canada. He's also proud of curating the best espresso not found in your local coffee shop.

As a Business Owner Specialist, High Net Worth Planning Services, Coady, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.

In addition to providing planning assistance to business owners (including incorporated professionals), Coady provides planning assistance to executives, retirees and individuals with U.S. issues. He also assists individuals facing significant financial events (for example, sale of business, financial windfall, retirement, severing residential ties with Canada, etc.).

For more than 20 years, Coady has assisted high-net-worth and ultra-high-net-worth individuals and families with their complex planning needs. Coady is a tax lawyer, and he has occupied his current planning role at RBC since 2008. In providing planning information to clients, Coady frequently communicates with their external professional advisors.

Coady’s educational background includes a law degree from Dalhousie University as well as the completion of the Chartered Professional Accountants of Canada (CPA Canada’s) In-Depth Tax Course (Levels I, II and III) and the CPA Canada’s Tax Issues for the Owner- Managed Business Course. He is a member of both the Canadian Tax Foundation and the Canadian Bar Association (Alberta Branch (South)) Tax Specialist Section. Also, Coady was called to the Bar in Alberta and Ontario. Further, in addition to his finance degree from Bishop’s University and the completion of the Canadian Securities Course, Coady is a registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP).

As a Premier Banking Advisor for Edmonton and area, Shane works as a single point of contact, providing banking and credit solutions for select clients, and their families, of Wealth Management Canada. Partnering with investment Advisors and Councilors across the Region, he provides personalized service with tailored advice to help clients save time and effectively manage their day-to-day banking needs.

With more than 23 years of experience in financial services with RBC, Shane is respected by his clients, his peers and the industry. He has received Top Performer recognitions, i.e. RBC Annual Convention Winner, 2 RBC Gold Awards and represented RBC as an Olympic Torch Runner at the Vancouver Games. Shane is committed to giving back to his community, and has volunteered with the Boys & Girls Club, Junior Achievement of Alberta, and the Zebra Center throughout the years.

Born and raised in the Maritime Provinces, Shane has called Alberta home for over 15 years. When he is not hard at work for his clients, Shane enjoys training for, and running, Marathons. Other pursuits include squash, landscaping, traveling, and spending time with his family and friends.

As a Premier Banking Advisor for Saskatchewan, Brenda 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 more than 33 years' experience in financial services with RBC, Brenda is respected by her clients, peers and the industry, and has received top performer recognition.

Brenda is committed to giving back to the community and is highly active as a volunteer with several local organizations, namely MS Walk, Juvenile Diabetes Research Foundation (JDRF), Regina Food Bank and United Way.

Born and raised in Saskatchewan, Brenda resides in Regina. When she is not hard at work with her clients, you will find her camping, spending time with family, friends and her dog, Toby.

Maggie is both a Canadian Chartered Professional Accountant and a U.S. Certified Public Accountant. She holds a Master of Science in Accounting from the University of Texas at Dallas.

Prior to joining RBC, Maggie was employed as an international tax manager at one of the leading accounting firms where she specialized in Canadian, U.S. and cross-border personal income taxation providing tax planning and preparation services to a variety of clients.

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

Arun is a Chartered Professional Accountant (CPA, CA). He holds a Bachelor of Commerce degree from the University of Alberta and has completed CPA Canada's In-Depth Tax Course.

Prior to joining RBC, Arun was a tax manager with a large international public accounting firm. His professional focus is in the areas of personal and corporate tax compliance, corporate reorganizations and tax planning, personal tax planning, as well as trust and estate planning for high-net-worth individuals and family-owned businesses.

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

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.

As a Private banker with RBC Wealth Management, Rosanna Zenko provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals, and their families in the Edmonton and surrounding area.

Rosanna has excelled in this role for 8 years now. With a career spanning 33 years at RBC, she has extensive experience working with clients and in senior roles at RBC, including serving clients with complex planning needs as a Manager, Financial Planning with RBC Royal Bank. This experience has prepared her to address many of the concerns that her high net worth clients face, from financial and retirement planning to personal banking and wealth management, to trusts and lending. She holds the advanced designation of Personal Financial Planner (PFP).

Drawing on this experience, Rosanna and her team provide customized and integrated solutions that include complex credit structures, tax and retirement planning, and sophisticated packages for managing her clients' daily banking and cash management needs. When needed, she will partner with a broad range of specialists across RBC to deliver investment management, will and estate planning, commercial banking, business owner succession planning, and trust structures to meet the domestic and international needs of her clients.

Originally from Edmonton, Rosanna enjoys getting involved in her community. She is an active volunteer for several charitable organizations. She is married, with an adult son and daughter, and enjoys cooking, golf, and skiing in her spare time.