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 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.
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.
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.
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.
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.
Financial Planning Specialist
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.
Bobby Hinduja, CPA, CA, CBV
Vice-President & Business Owner 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.