Our Extended Team
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.
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.
Leisa G. Fels, CLU, CHS, CFP
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
“I genuinely care about people and am sincerely interested in discovering their core values.”
This propensity translates into an intense focus every day on her mission with business partner Mike Macoun: We always listen with exceptional care, and propose solutions that precisely match and protect our clients’ values. It means always being accessible and utilizing their diversity of experience to be aligned with clients’ needs. This philosophy is the driving force behind Mike and Leisa being perennial leaders across Canada.
Leisa is highly qualified with over 20 years of financial industry experience, but it is her insistence on providing exceptional client experiences and her desire to have a positive impact on lives around her that sets her apart. Born and raised in Australia, Leisa is married with four children and lives in the Foothills of Alberta.
Vickie (Victoria) Schneider obtained both her Bachelor of Arts and Juris Doctor degrees from the University of Calgary. Vickie is a member of the Law Societyof Alberta.
Prior to joining RBC, Vickie practiced law at a national law firm where she advised clients on estate planning and tax matters including Wills, trusts, enduring powers of attorney and personal directives. Vickie also has experience with estate administration and charity matters.
Vickie is a Society of Trust and Estate Practitioners (STEP) Calgary Branch Committee member.
John attended the University of Manitoba and received a Juris Doctor in 2002.
Prior to joining RBC, John worked with a prominent national law firm and a large trust company where he gained extensive experience in estate administration, Wills, trusts, powers of attorney and personal directives.
John is a member of The Law Society of Alberta, The Canadian Bar Association and The Calgary Bar Association.
As a Premier Banking Advisor for the Calgary area, Ben 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 more than 6 years' experience in financial services with RBC, Ben is respected by his clients, his peers and the industry, and has received top performer recognition.
Born and raised in China, Ben holds a Degree in Commerce from the University of Auckland, New Zealand. Ben is committed to giving back to the community and volunteers at the Mustard Seed Society, preparing meals for the homeless. He is also highly active in his local church.
Ben currently resides in Calgary with his wife and daughter. When he is not hard at work with his clients, you will find him spending time enjoying the outdoors, running, hiking, camping and skiing. Ben is fluent in Mandarin and English.