Our Partners

"Clients are more than numbers, they're people with individual needs and emotions. I do my utmost to create a trusting relationship, to recognize their intentions and learn how they best wish to manage and distribute their wealth."

Incorporating insurance-based tax and estate planning solutions, Katie recognizes clients' circumstances and works with them to coordinate all areas of their family, business and multi-generational planning. She also excels at simplifying potentially complex issues like future tax liabilities and succession planning. Since joining RBC in 2010, Katie's genuine interest in understanding clients' desires has been a driving force in her success. "I'm not just thinking about the numbers. I want to get to know people; we're all unique."

Getting to know Katie, she likes to describe herself as 'boring' but she is actually an accomplished musical artist. She and her husband Chris are the proud parents of 3 children and live just outside of Edmonton in Ardrossan.

Having begun his career in the financial services industry in 2003, Denny has a range of experience working in both sales and management positions. He prides himself on fostering high-trust relationships and matching client goals with ideal solutions. Specializing in working with families, professionals and business owner clients, including extensive work with physicians, Denny offers unique and customized life and living benefits insurance-based solutions to meet your needs.

Denny is an active 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. He previously held a five-year board member position for ADVOCIS at the Edmonton Chapter.

"In order to help, we must be knowledgeable, ask the right questions and listen." Working with clients for more than 20 years, Patrick believes empathy is the key to understanding people. "Learning what matters most, and providing meaningful advice with purpose is why I am passionate about what I do."

Collaborating with our team of professionals, Patrick helps implement wealth management plans by using insurance based solutions that preserve wealth, increase estate values and transfer wealth to the next generation.

While driven to succeed, it is Patrick's family that brings him the most joy. Together they enjoy parks, travelling, and biking. He is fluent in Polish, German and English, and remains active in the industry by volunteering for Advocis, The Financial Advisors Association of Canada. He's also proud of curating the best espresso not found in your local coffee shop.

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).

As a Premier Banking Advisor for the Greater Edmonton Region, Alexandra works as a single point of contact, providing banking and credit solutions for select high net worth individuals and their families. She partners with Investment Advisors and Counsellors across the region and provides personalized service and tailored advice to efficiently manage their clients' day-to-day banking needs.

Alexandra has worked in the financial industry for over 18 years and brings in-depth experience to the Premier Banking role. Over the past 9 years, she worked as a Business Account Manager in Business Markets focusing on relationship management with business owners.

Alexandra holds a Bachelor of Commerce degree from University of Alberta, major in Finance. Committed to giving back to her community, Alexandra volunteers with Edmonton Food Bank and Edmonton Ronald McDonald House.

Alexandra was born in Taipei, Taiwan and has called Edmonton home for over 30+ years. When she is not hard at work for her clients, Alexandra enjoys travelling, reading mystery novels and hiking.

As a Premier Banking Advisor for the Greater Edmonton region, Marc works as a single point of contact, providing banking and credit solutions for select high net worth individuals and their families. He partners with Investment Advisors and Counsellors across the region and provides personalized service, and tailored advice to efficiently manage their clients' day-to-day banking needs.

Marc has worked in the financial industry for over 10 years, and brings in-depth experience to the Premier Banking role. Over the past 3 years, he worked as a Business Account Manager, in Business Markets, with a focus on relationship management. Committed to giving back to his community, Marc volunteers with the Edmonton Ronald McDonald House and Habitat for Humanity Edmonton.

Marc was born in Calgary, raised in Edmonton, and calls Alberta home for over 40+ years. When he is not hard at work for his clients, Marc enjoys camping with his family in the summer; skiing and hiking activities in the winter. Other pursuits include rollerblading, reading books, traveling, and spending time with family and friends. Marc is also Bilingual and fluent in both French and English.

Bryn Bezaire graduated from the University of Alberta with a B.A. in 2002 and with a Bachelor of Laws in 2005. She was called to the Alberta Bar in 2006.

Early in her career Bryn briefly practiced family law, but for the 14 years prior to joining RBC, she practiced exclusively in the areas of Wills, estate planning, incapacity planning, estate probate, estate administration, and trusts. Her practice included advising on high net worth estates, cross border estates, and tax matters relating to estate planning, as well as making various court applications including passing of accounts, validation and rectification, and Adult Guardianship and Trusteeship matters. The majority of her Wills and estates practice took place at a boutique Wills and estates law firm and later at a mid-sized full service law firm.

Bryn has spoken at many public and private seminars on the importance of proper estate planning, including planning for incapacity and succession. For many years she was a regular speaker during Edmonton Wills Week, sponsored by the Edmonton Community Foundation.