Barrington Grey, CFP, CLU, FEA
Vice President & Estate 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 concept to build and protect their wealth: tax-exempt insurance. Since then, clients, along with their RBC advisors and tax accountants, have come to rely on Barrington’s specialized knowledge and advice as a recognized specialist on insurance-based wealth enhancement and protection.
You will be introduced to Barrrington when it comes to managing and assessing your risk. Barrington can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance and annuity solutions. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, cost-effective insurance solutions, Barrington evaluates various insurance offerings from Canada’s top-ranked insurance.
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 Advocis, The Financial Advisors Association Of Canada, which is the oldest and largest voluntary professional membership association of financial advisors and planners in Canada. As a nationally regarded expert on using insurance as a wealth management technique, Barrington is regularly called upon as a featured speaker at national conferences held by leading life insurers and affiliated industry associations.
Estate Planning & Living Benefits Specialist
Tracey began her career in the financial services industry in 1994 and joined RBC in 2012. Prior to this, Tracey spent thirteen years working for a leading life insurer where she was focused on product marketing and assisting advisors in the incorporation of insurance based life and living benefits solutions into their practices.
As a critical component to financial planning, you will meet with Tracey to evaluate your "living benefits" insurance coverage. One risk that is often overlooked is the impact that poor health can have on your finances, including disrupting your income and depleting your savings.
Living benefits can provide financial security during your lifetime in the event of an injury, illness, disability or infirmity simply due to age. Tracey's focus is on asset protection and her goal is to protect your financial security by including long term care insurance, critical illness insurance and disability insurance in her wealth management approach.
Focused on continual learning, Tracey has obtained the Certified Financial Planner (CFP) designation and is currently pursuing the Chartered Life Underwriter (CLU) designation. Tracey is also a 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.
Will & Estate Consultant/Lawyer
Prior to joining RBC, Connie practised law for 18 years. As a partner in a mid-sized full-service law firm, her practise was varied and covered the areas of corporate/commercial law, real estate, and wills, trusts and estates law. In that role, Connie advised her owner-manager clients on a broad range of business and personal needs, from purchases and sales of businesses, to shareholder agreements and corporate reorganizations, to will and estate planning.
For many years Connie taught the Business Law section of the Bar Admissions Course and was involved with preparing the licensing exams for Ontario lawyers. Throughout her career, Connie has been involved in her broader community, serving on many non-profit boards as well as providing pro bono legal services.
When it comes to structuring your estate in an efficient and tax-effective manner, you will be introduced to Connie. Following your meeting with Connie, she will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant, reducing the billable hours typically incurred during these processes.
Ted Chan, CFP, CLU, CIM, FCSI, TEP
Financial Planning Specialist
Ted is a Bachelor of Commerce graduate from the University of Toronto and a Certified Financial Planner. He also holds designations as a Chartered Investment Manager, Trust and Estate Practitioner and is a Fellow of the Canadian Securities Institute.
If it makes sense for your personal situation, you will meet with Ted to help identify and reach specific goals with respect to retirement, education, major purchase funding and estate planning through the power of a specialized and comprehensive Personal Financial Plan. Ted and I believe that a financial plan is extremely valuable in helping you achieve your goals for overall long-term financial well-being. It can provide you with a clear picture of where you are now and create a strategy for what you need to do, to have peace of mind for the future.
Abby Kassar, CA, CFP, TEP
High Net Worth Planning & Business Owner Specialist
Abby is a Chartered Accountant and has a Bachelor in Economics and Commerce from the University of Toronto. She completed the In-Depth tax courses I and II and the Canadian Securities Course. She is also a Registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP) and a Certified Financial Planner (CFP).
Prior to joining RBC, Abby worked in a medium sized accounting firm assisting business executives and high net worth clients with their tax planning and estate planning. She worked closely with owner-manager shareholders to assess and recommend the best tax planning strategies, the best corporate structure and the most suitable succession plan.
Abby specializes in tax and estate planning for high-net-worth and ultra high-net-worth families. If it makes sense for your situation, you will meet with Abby to identify strategies and solutions on structuring your affairs in a manner that addresses your overall wealth planning needs. Her guidance supports clients in their relationships with their external professional advisors, with whom she frequently interacts.
For almost ten years, Abby has provided tax, retirement, estate and financial planning advice to RBC advisors and their clients. She has written articles on various topics including charitable donations, executive compensation, tax planning and retirement planning - which you have access to at anytime as a client.
Head, Fixed Income Strategies Canada
Rajan joined the Portfolio Advisory Group in 2007 from RBC CM Equity Research where he served as an Associate for nearly 3 years. Prior to joining RBC, Rajan was in a product management role at a buy-side firm covering Canadian equities and U.S. high-yield bonds. Rajan has also served in an investment banking role where he worked with private companies looking to raise capital or engage in M&A.
A CFA charterholder, Rajan obtained his MBA from Pepperdine University (Los Angeles) in 2003 and earned an undergraduate degree in economics at the University of Toronto. When it comes to your portfolio, it is Rajan and his incredibly talented team who are helping to asses the fixed income products and strategies we will implement.
Portfolio Advisor - U.S. Equities
Tim is a Vice President and U.S. Equity Portfolio Advisor for RBC Wealth Management. Tim sits on several portfolio investment committees including the U.S. Large cap and Midcap Guided Portfolios. When it comes to your portfolio, Tim is one of the brilliant mindsI consult with to assess your U.S. equity exposure and positioning.
Tim holds an honors B.A. from the University of Toronto and is a CFA charter holder. Tim has spent his entire 12 year career with Dominion Securities starting in retail as an associate for a Chairman's Council Advisory Team. Tim moved to head office in 2005 and joined the Managed Products Group and transition to the Portfolio Advisory Group in 2008.
Portfolio Advisor - Canadian Equities
Holding a CA, CFA, and a Graduate Diploma in accountancy from Concordia University, Dominick brings with him a wide range of industry experience in audit, corporate banking, loan syndication and investment banking. Prior to joining DS, Dominick held the role of Director of Corporate Finance and Treasury Services at a large income trust. He is a native of Montreal and is fully bilingual in English and French.
When it comes to your portfolio, Dominick is one of the brilliant mindsI consult with to assess your Canadian equity exposure and positioning.
Think of my team as a one-stop-shop offering you the best that RBC can offer.
Coming from a diverse RBC background, I have carefully assembled a team of banking professionals who work collaboratively to deliver the key solutions you need – key members of my team including partners from RBC personal banking, commercial banking, small business banking and private banking offering you a full suite of banking options and a sophisticated range of credit tools.
All meetings with these extended team members are encouraged as joint meetings in an effort to remain on the same page and work together with your best interests in mind.