Wealth Management Team Members
 
Helping you manage your investments is just one way we can help you manage your overall financial concerns.  In addition to investing and money management, we offer assistance with financial planning, will and estate consulting, tax consulting and risk management and insurance strategies.  The fees for these services are included in the portfolio management fee or commission.
 
Financial Planning
 
Depending on your needs, our team can provide a financial plan designed to help you build your financial future or, if you have more complex needs, an in-depth financial plan that leaves no stone unturned.
 
Craig Dale, BCom, CA
Financial Planning Specialist
http://advisornet.fg.rbc.com/financialplanningservices/file-791633.pdf  

 
Will and Estate Consultation
 
Professional Will and Estate Consultants work on our team to provide you with information on structuring your estate in an efficient and tax-effective manner.  Following your consultation, you will receive a report outlining various estate planning opportunities for you to explore in further detail with your own lawyer or accountant.
 
Melissa Nagelbach, LL.B
Will and Estate Consultant
http://advisornet.fg.rbc.com/willandestateconsultants/file-826126.pdf

 
Estate and Trust Services (Royal Trust Corporation of Canada)
 
A highly skilled Estate and Trust Advisor works on our team and can discuss estate settlement and administration services, trustee services, trust structures and other specialized services offered through RBC Estate and Trust Services throughout Canada.  We work with individuals, families and businesses who wish to protect their assets and transfer their wealth for generations.
 
 
Risk Management and Insurance Strategies (RBC Wealth Management Financial Services Inc.)
 
A highly qualified Estate Planning Specialist works on our team to help you create and preserve your wealth.  We follow a comprehensive process to assess your needs and, if appropriate, recommend tax-exempt insurance products that will help you achieve your wealth management objectives.
 
Arne Perrin, BCom, CFP
 
Specialist RBC Professional Team Members & Extended Professional Network
 
We also offer access to our Specialist RBC Professional Team Members and our extended network of professionals such as lawyers and accountants to help ensure that the various issues related to the management of your wealth are properly addressed.  If you have existing relationships with professionals in these areas, we would be pleased to work together with them to coordinate our efforts.
 
Tony Markin, MBA, CA, CFP, TEP
Vice President, HighNet Worth Planning Services
 
Prashant Patel, ASA, CFP, TEP
Vice President, High Net Worth Planning Services
 
Murray Shapiro, BA, LL.B, TEP
Vice President, High Net Worth Planning Services
 
International Solutions
 
We work with the Director of International Solutions to provide clients with an exceptional client experience whenever clients, their family members or assets are crossing international borders. The team is jurisdiction and product neutral providing service to: International Private Banking, Investment Solutions, Trust & Fiduciary Services, Credit & Financing Solutions, Custody & Fund Administration, Captive Insurance and Corporate Employee & Executive Services.
 
 
To learn more about how we may assist you or to schedule your complimentary consultation, please contact Farshid by phone or e-mail.