Team of Experts
Financial Planning Specialist
Chris is a Chartered Accountant (CPA, CA) with over 25 years of experience in financial services. He holds his Bachelor of Commerce Degree (Accounting) from Carleton University.
Chris joined a major international public accounting firm upon graduation from university where he remained for 5 years. Chris began his career in wealth management services as an investment advisor in 1997 providing clients with investment management, financial planning and insurance solutions. Prior to joining RBC Chris was a financial planning specialist with a major Canadian insurance provider. 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.
Will & Estate Consultant
Joseph Power is a valuable member of our team, helping our clients create and preserve their wealth.
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, Ontario and a Member of the Carleton County Law Association. Prior to joining RBC Dominion Securities, he practiced estate planning in private and served as Will & Estate Consultant with Royal Trust Corporation.
Joseph works closely with us to provide you with information on structuring your estate in an efficient and tax-effective manner.
Estate Planning Specialist, CFP, CLU, CH. F.C.
Working with our wealth management partners, meet with RBC advisors and their clients to implement Planning based solutions for corporate and personal tax protection and asset reallocation to tax-sheltered permanent insurance.
Consults with and presents advanced insurance strategies to the external tax, legal and trusted advisors of our RBC Wealth Management clients.
Associate Estate Planning Specialist, CFP, CHS,
Meets with RBC advisors and their clients to implement planning based insurance solutions specific to clients’ risk management and estate planning needs and goals.
Living benefits (disability, critical illness, and long-term care) insurance specialist.
Estate Planning Assistant
Administers insurance applications through the underwriting process.
Communicates with advisors and their clients to keep them informed through the underwriting process
Manages policy service requests including: agent of record, beneficiary changes, policy ownership.