Your Partners

Joseph graduated from Carleton University in 1988 and from the University of Western Ontario Law School in 1991. He was called to the Ontario Bar in 1993.

He is an Associate Member of The Society of Trust and Estate Practitioners and a Member of the Carleton County Law Association.

Prior to joining RBC, he practised estate planning in private practice and served as Will & Estate Consultant with Royal Trust Corporation.

He was an instructor for the Ontario Bar Admission Course in Estate Planning and Administration and has been an instructor at the University of Ottawa Law School since 2003 teaching the Will & Estate course.

Chris is a Chartered Accountant (CPA, CA) with more than 25 years of experience in financial services. He holds his Bachelor of Commerce Degree (Accounting) from Carleton University.

Chris began his career with a major international public accounting firm for five years upon graduating from university. Chris then started his role in wealth management services as an investment advisor in 1997 providing clients with investment management, financial planning and insurance solutions. Chris utilizes his experience as a Chartered Accountant and investment advisor to provide comprehensive financial planning services to professionals, business owners and other high-net-worth clients.
Specialized financial planning
At RBC, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning. Personally prepared by Chris Leslie, a Financial Planning Specialist, your comprehensive Financial Plan will provide recommendations specific to your situation. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to your next generation tax-efficiently and make the most of your philanthropic legacy. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis.

Prashant has assisted high-net-worth and ultra-high-net-worth families with tax, estate and retirement issues since 1992.

His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts.

His expertise includes tax and estate planning for executives, business owners, retirees, sports professionals and individuals with U.S. issues. He also assists individuals facing significant financial events (sale of business, financial windfall, retirement, job loss, moving to Canada, leaving Canada, etc.)

Prior to joining RBC in 1999, Prashant honed his expertise by working as a Canadian and U.S. tax specialist for two of the big four accounting firms in downtown Toronto.

Prashant is a Certified Financial Planner, Associate of the Society of Actuaries and member of both the Society of Trust and Estate Practitioners and Canadian Tax Foundation.

Mike est d’avis qu’améliorer la vie de ses clients et que le succès à long terme ne sont pas le fruit du hasard. Il comprend que des decisions financières doivent être prises minutieusement et il tire beaucoup de satisfaction à savoir que son travail consiste à aider les gens à réaliser leurs objectifs en matière de planification fiscale, de retraite et successorale. Travaillant en étroite collaboration avec des clients et leurs conseillers, Mike propose des solutions de haut niveau, malgré qu’empreintes de simplicité, à des situations complexes.

Depuis tout près de 30 ans, Mike exerce ses compétences au sein de l’industrie des services financiers, plus particulièrement en planification de patrimoine familial et dans les solutions avantageuses d’assurance-vie. Il a rejoint RBC en 1997 et il est membre d’Advocis, l’association de professionnels conseillers financiers à adhesion facultative la plus importante au Canada.

En dehors du travail, Mike apprécie se trouver en famille, sur un terrain de golf, en voyage et il est un amoureux de plein air.

Andrea a un objectif simple : « Mon but est de comprendre à fond vos priorités et pour y parvenir, je vous poserai des questions et vous écouterai aussi souvent que nécessaire ». Elle veut connaître votre situation unique, car si les finances sont une affaire de mathématiques, la vraie planification, elle, combine ces dernières et les répercussions émotionnelles dont peu de gens discutent.

Après un grave accident en 1999, Andrea a réorienté sa carrière afin d’aider les gens. Forte d’une expérience de plus de 20 ans dans les services financiers, elle a obtenu plusieurs titres de compétence du secteur, ce qui lui procure les bases lui permettant d’aider ses clients à planifier la création, la protection, la préservation et la transmission de leur patrimoine. À l’écoute, Andrea simplifie des questions parfois compliquées telles que le financement des passifs d’impôts futurs, le transfert du patrimoine aux héritiers et la protection des êtres chers par la force de solutions d’assurance personnalisées. 

Dans ses temps libres, Andrea aime partir à l’aventure avec ses enfants et mène une vie active en pratiquant le yoga, la danse à claquettes et la batterie.