Robyn Solnik, LL.B, TEP
Vice-President, High Net Worth Planning Services,Family Office Services, RBC Wealth Management
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.
David Vander Voet
Private Banker, RBC Private Banking
David Vander Voet is a long-time Private Banker at RBC Wealth Management with a career that spans over 20 years in financial services. David leads a team of banking and credit professionals to provide a select group of clients with sophisticated financial counsel and services. He specializes in advising high-net-worth business owners, professional athletes, healthcare professionals, executives and their families.
As a wealth planner, he designs sophisticated banking, personalized short- and long-term lending, and flexible credit packages for his clients. He works with an extensive network of specialists across RBC, in both Canada and the U.S. to offer a comprehensive range of services – including investment management, commercial banking, estate planning, and domestic and international trusts.
David and his team are committed to ensuring that each client experience is tailored to their unique personal and financial needs. This is accomplished through the following:
- Frequent communication, meeting clients on their terms, listening to their needs and working closely with them, their families and their external advisors.
- Acting as trusted advocates and advisors, and delivering the highest level of client care with every interaction.
- Through deep discovery and understanding, delivering proactive wealth management strategies and integrated solutions.
- Facilitating introductions to RBC experts at every opportunity to provide a broad range of wealth management solutions.
- Building a comprehensive financial plan to preserve, diversify and grow client wealth.
To ensure personalized service and attention to detail, David and his team work with a limited number of clients. This approach helps the team simplify their clients' lives, while delivering comprehensive, integrated financial solutions.
David holds his Personal Financial Planner designation along with an Honours Degree in International Relations from York University. He is active in his community as a hockey, lacrosse and soccer coach. In his spare time David enjoys time with his family, golf and the arts.
Steve Mogdan, CPA, CA, CFP
Financial Planning Specialist, Family Office Services, RBC Wealth Management
Steven completed his Bachelor of Business Administration at York University in 1989 and subsequently completed the CICA In-Depth Tax course. He has also achieved the advanced designations of Chartered Professional Accountant (CPA, CA) and Certified Financial Planner (CFP).
During his time as a tax and financial practitioner with several professional service firms, Steven specialized in Canadian, U.S. and cross-border personal income taxation, and provided planning and preparation services to clients. He also has professional experience with the RBC Tax Advisory Group and RBC Dexia, where he provided tax advice to various business units within RBC.
As an experienced practitioner in financial matters, Steven has written or contributed to many research articles, industry publications, training materials and client presentations.
Steven’s role as a Financial Planning Specialist is to work with, and support, your advisor in preparing and presenting comprehensive financial planning solutions.
Alleen Sakarian
Will & Estate Consultant, Family Office Services, RBC Wealth Management
Alleen earned her Bachelor of Arts degree from York University and her law degree from the University of Windsor, Faculty of Law in 2008. She was called to the Ontario Bar in 2009.
Prior to joining RBC, Alleen practiced in the areas of Estate Planning and Administration, Corporate/Commercial law and Real Estate law in a mid-sized law firm. Alleen advised her clients on a breadth of legal issues, including key considerations in setting up legal business structures, succession planning and estate planning.
Alleen fosters a multidisciplinary approach to each client’s unique needs, drawing on various advisors’ expertise and offering her own to identify issues for further consideration and review, together with information and guidance which are both sensible and practical.