Financial Planning Specialist
Kelly is a Chartered Professional Accountant (CPA, CA) with over fifteen years of post designation experience. Kelly completed her Bachelor of Commerce degree (major in Accounting) at the Haskayne School of Business at the University of Calgary. She has also completed Level 1, 2 and 3 of the CICA In-Depth Tax Course and is a Certified Financial Planner.
Prior to joining RBC, she was a tax manager at one of the leading international public accounting firms. Kelly specialized in providing tax preparation and tax planning to individuals, owner managers, corporate and high net worth clients.
Kelly’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.
HNW/Business Planning Specialist
Faisal specializes in tax and estate planning for high net worth families.
Prior to joining RBC, Faisal was a tax senior manager with a mid-sized accounting and advisory firm, as well as with a multi-national accounting firm. Faisal’s expertise includes tax and estate planning for high net worth individuals and families, professionals, and business owners.
Faisal is a Chartered Accountant and his educational background includes the completion of the CICA’s in-depth tax course (Level I, II and III), a Bachelor of Arts in Economics from the University of Victoria, and a Masters of Professional Accounting from the University of Saskatchewan. He is also a member of the Canadian Tax Foundation.
Wills & Estate Consultant
Avideh Parent is an experienced lawyer with a strong commitment to educating people on the importance of estate planning.
An accomplished public speaker, 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 prior to joining RBC, devoted her law practice to Wills, Estate Planning, and Estate Administration.
Avideh is also an active member of the following organizations:
- Society of Trust and Estate Practitioners (STEP);
- 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.
Estate Planning Specialist
M.C. (Mike) Macoun, CLU, CHS, TEP
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Having entered his profession in 1989, Mike holds the leading financial and estate planning industry designations. But more importantly, he has a natural ability to make the complex simple to understand. Estate planning can be daunting, but Mike will “paint a picture” that provides critical clarity.
Mike leads his estate planning team with purpose: To earn the respect of advisors, their clients and everyone we come into contact with. He and Estate Planning Specialist Leisa Fels have varied yet complementary skillsets that allow them to serve every client’s needs.
Mike is approachable and sincere, with a desire to provide the best service possible. This is why his team is a perennial leader across Canada. He is married with two children, lives in Calgary and is grateful for the life he leads, and the job he gets to do every day.
Garrett Blakely brings over 10 years of financial services experience with RBC to his role as Private Banker, in which he delivers personalized, discrete banking, credit and financial counsel to select clients in the Calgary area.
Mr. Blakely creates sophisticated banking packages and a full suite of personalized credit solutions for his clients and their families. He then draws on a team of RBC and external experts who assist with investments, commercial banking, and domestic and international trust products, to create a uniquely personalized banking experience.
To ensure personalized service and attention to detail, Mr. Blakely works with a limited number of clients and their families. This focused approach allows him to spend more time simplifying his clients' lives, working when necessary with his clients' other professional advisors to deliver comprehensive, integrated financial solutions.
Born and raised in Medicine Hat, Mr. Blakely holds a Bachelor of Management from the University of Lethbridge, and a Masters of Business Administration (MBA) from Vancouver Island University. He also holds the Personal Financial Planner (PFP) designation, which informs the financial planning he brings to his clients.
Outside of the office Mr. Blakely enjoys taking in the outdoors, travelling, and spending time with his wife and young daughter.
Premier Banking Advisor
As a Premier Banking Advisor for the Calgary area, Andrew 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, he provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.
With almost 2 years' experience in financial services with RBC, Andrew is respected by his clients, his peers and the industry, and has received top performer recognition.
Born and raised in Calgary, Andrew holds a Bachelor Degree with Distinction in Chemical Engineering from the University of British Columbia. Andrew is committed to giving back to his community through volunteering at the Almost Home Facility with the Pawsitive Match Rescue Foundation.
Andrew currently resides in Calgary with his mom, younger brother and his Chihuahua dog. When he is not hard at work with his clients, you will find him spending time playing basketball, rock climbing, weight lifting and working on his customized PC. Andrew is fluent in Mandarin, Cantonese and English.