Premier Banking Advisor, RBC Royal Bank
As a Premier Banking Advisor for the Calgary area, Andrew 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, he provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.
With almost 2 years' experience in financial services with RBC, Andrew is respected by his clients, his peers and the industry, and has received top performer recognition.
Born and raised in Calgary, Andrew holds a Bachelor Degree with Distinction in Chemical Engineering from the University of British Columbia. Andrew is committed to giving back to his community through volunteering at the Almost Home Facility with the Pawsitive Match Rescue Foundation.
Andrew currently resides in Calgary with his mom, younger brother and his Chihuahua dog. When he is not hard at work with his clients, you will find him spending time playing basketball, rock climbing, weight lifting and working on his customized PC. Andrew is fluent in Mandarin, Cantonese and English.
Premier Banking Advisor, RBC Royal Bank
As a Premier Banking Advisor, Michael Ashong provides banking and credit solutions to select high-net-worth individuals and their families. Acting as a single point of contact, he partners with Investment Advisors and Counsellors across Calgary and provides personalized service, and tailored advice to efficiently and effectively manage their day-to-day banking needs.
With five years of experience in financial services at RBC, Michael is well-respected by his clients and industry peers, and has received top performer recognition.
Born and raised in Accra, Ghana, Michael holds a Bachelor’s Degree in Social Science, Specialization in Economics from the University of Ottawa. He is committed to giving back to his community and volunteers with the Calgary Junior Achievement Mentoring Program, Big Brothers Big Sisters of Calgary and the Calgary Inter-Faith Food Bank Team.
Michael currently resides in the Calgary area with his wife and son. When he isn’t hard at work for his clients, you’ll find him spending time with his family and friends, walking, travelling, camping, cooking and keeping up on world events.
High Net Worth Planning
Faisal specializes in tax and estate planning for high net worth families.
Prior to joining RBC, Faisal was a tax senior manager with a mid-sized accounting and advisory firm, as well as with a multi-national accounting firm. Faisal’s expertise includes tax and estate planning for high net worth individuals and families, professionals, and business owners.
Faisal is a Chartered Professional Accountant and his educational background includes the completion of the CICA’s in-depth tax course (Level I, II and III), a Bachelor of Arts in Economics from the University of Victoria, and a Masters of Professional Accounting from the University of Saskatchewan. He is also a member of the Canadian Tax Foundation.
Coady Cormier, BBA (Fin), LL.B, TEP
Vice-President, High Net Worth Planning Services, RBC Wealth Management
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.