Estate and Insurance Planning Specialist
After four years with a leading life insurer, Barrington joined RBC in 1993 to help RBC advisors introduce their clients to a new strategy to build and protect their wealth: tax-exempt insurance. Since then, clients, along with their tax and legal advisors, have come to rely on Barrington’s expertise and advice as a recognized specialist on insurance-based wealth enhancement and protection.
Barrington has a degree in political science and is also an accredited Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Family Enterprise Advisor (FEA). In addition, Barrington is a member of The Conference for Advanced Life Underwriting (CALU), the organization that represents the interests of over 11,000 insurance and financial advisors. CALU mandates interests specific to advanced financial planning issues relating to estate planning and corporate-owned life insurance to name a few. Always willing to contribute to the insurance community, Barrington is regularly called upon as a featured speaker at national conferences held by life insurers and affiliated industry associations.
High Net Worth Planning Specialist
As a Business Owner Specialist, High Net Worth Planning Services, Bobby, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.
Bobby has over 15 years of experience working with owners of privately held businesses to help them develop business succession, tax and estate planning solutions tailored to their goals and objectives. Prior to joining High Net Worth Planning Services, Bobby provided tax, retirement, estate and financial planning advice to RBC advisors and their clients. He has written articles on various topics including determining the value of a business, farm succession planning, tax planning and retirement planning.
Prior to joining RBC, Bobby was a Vice President at a boutique business valuation firm in Toronto where he worked with business owners to help them determine the value of their business for divestitures, litigation, tax and estate planning purposes. He also worked with owners to help them identify the value drivers of their business.
Bobby is a Chartered Business Valuator, a Chartered Professional Accountant and has a Bachelor of Commerce degree from the University of Toronto. He has also completed all three levels of the CPA In-Depth Tax Course.