RBC Life Insurance
Ming has been in the insurance industry for 20 years. He has spent a majority of his career working in a variety of roles at another insurance company and MGA, all of which have allowed him to develop a solid understanding of both individual and group insurance products.
Prior to coming onboard to RBC as Senior Group Benefits Specialist, Ming has worked as Trainer and Group Benefits Account Executive with Sun Life for 10 years. During his time at Sun Life, Ming was regarded highly by his advisors for his professionalism, care, and sincere client centric attitude.
Ming graduated from The University of Ottawa with a double major in Marketing/Advertising and Human Resources, and a minor in Management Information Systems. He is an avid runner and has a goal of running a marathon each year in a different country.
Royal Trust
As the Will and Estate Advisor for the Prairies region, Anisa brings an approach to estate planning that centers on understanding and addressing the unique needs of each client. She works collaboratively with clients and their trusted advisors to help craft a comprehensive, effective estate plan that meets their particular needs.
As a practiced lawyer, Anisa earned a Bachelor of Arts degree from the University of Western Ontario, and a Law degree (LL.B) from the University of Birmingham, England, for which she graduated with honours. Anisa has continued to deepen her knowledge and expertise with key industry memberships—she is a member with the Law Society of Alberta, and a member of the Wills and Estates section of the Canadian Bar Association.
Whether clients hope to protect a disabled heir, incorporate succession planning for their business, address the unique concerns arising from second spouses and blended families, minimize family conflicts, or deal with beneficiaries or assets that are situated outside of Canada, Anisa can help craft a tailored estate plan that meets their individual needs.
The combination of her professional expertise and her commitment to provide practical solutions makes Anisa an invaluable resource for both clients and their financial advisors.
Private Banking
Katie Brunet draws on nearly 15 years with RBC. She works with her team to create sophisticated banking packages, wealth and legacy planning as well as high-end credit solutions for her clients and their families. She has an extensive background in business banking that she also draws on when working with business owners to provide creative wealth management strategies.
Katie's primary goal is to provide a tailored and customized wealth management solution for her clients. She works closely with specialists throughout RBC to provide a tailored suite of services - including complex credit solutions, cash management, business solutions, and estate and tax planning.
Katie has completed both her Certified Financial Planner (CFP) and Personal Financial Planner (PFP) designations, and has obtained her Bachelor of Commerce from Saint Mary's University in Halifax, Nova Scotia.
Born and raised in New Brunswick, she enjoys travelling east to visit her family on her time away, and also likes to spend her free time skiing, biking, or enjoying outdoor activities.
Premier Banking
Irene Onyegbutulem
Premier Banking Advisor, RBC Royal Bank
As a Premier Banking Advisor for the Calgary Area, Irene Onyegbutulem 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, she provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.
With over 15 years of experience in financial services with RBC, Irene is respected by her clients, her peers and the industry and has received Top Performance recognition.
Irene holds an MBA in Business Administration and Management, General from the University of Lagos, Nigeria. She also holds a Bachelor of Science in Zoology from the University of Port Harcourt, Rivers State, Nigeria. Irene is strongly committed to giving back to her community through volunteering at the Salvation Army, Calgary Reads, Mustard Seed and Calgary Drop in Center.
Born and raised in Nigeria, West Africa. Irene currently resides in the Calgary area with her family. When she is not hard at work with her clients and volunteering activities, Irene enjoys taking long walks in nature, dancing, cooking, travelling and spending time with families and close friends. Irene is fluent in Igbo and Dutch.
High Net Worth Planning
Coady Cormier, BBA (Fin), LL.B, TEP
Vice-President, High Net Worth Planning Services, RBC Family Office Services
Coady’s expertise includes tax and estate planning for business owners, professionals, executives, retirees and individuals with U.S. issues. He also assists individuals facing significant financial events (for example, sale of business, financial windfall, retirement, severing residential ties with Canada, etc.).
For more than 20 years, Coady has assisted high-net-worth and ultra-high-net-worth individuals and families with their complex planning needs. Coady is a tax lawyer, and he has occupied his current planning role at RBC since 2008. In providing planning information to clients, Coady frequently communicates with their external professional advisors.
Coady’s educational background includes a law degree from Dalhousie University as well as the completion of the Chartered Professional Accountants of Canada (CPA Canada’s) In-Depth Tax Course (Levels I, II and III) and the CPA Canada’s Tax Issues for the Owner-Managed Business Course. He is a member of both the Canadian Tax Foundation and the Canadian Bar Association (Alberta Branch (South)) Tax Specialist Section. Also, Coady was called to the Bar in Alberta and Ontario. Further, in addition to his finance degree from Bishop’s University and the completion of the Canadian Securities Course, Coady is a registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP).
Financial Planning Specialist
Monika is a Chartered Professional Accountant (CPA, CA) and a Certified Financial Planner (CFP). She received her Bachelor of Business Administration (major Accounting) from Mount Royal University and completed all three levels of the Canadian Institute of Chartered Accountants’ In-Depth Tax Course.
Prior to joining RBC, Monika was employed as a tax manager at one of the major global public accounting firms where she specialized in accounting, tax planning and compliance services for individuals, owner-managed and corporate clients.
Monika’s primary role at RBC is to work together with advisors in preparing and presenting comprehensive Compass Financial Plans.
Will and Estate Specialists
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.
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 Society of 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.
Estate Planning Specialist
With over 30 years' experience in the financial services industry, Todd has spent the majority of his time working directly with business and agricultural owners and their professional advisors to create and preserve their wealth. In doing so, Todd works alongside your trusted advisor and utilizes unique and customized insurance solutions that address both your short and long-term wealth management goals related to your personal and/or corporate financial needs.
Todd earned both his Bachelor of Economics and Commerce degrees from the University of Alberta. In addition, he holds designations as a Chartered Life Underwriter (CLU), Trust and Estate Practitioner (TEP) and is an active member of both Advocis and CALU (Conference of Advanced Life Underwriters).
Staying busy, Todd has two grown children and is actively engaged in outdoor activities such with skiing, hiking, horseback riding along with volunteering in his community.