Meet the extended team

As a Will & Estate Consultant, Sara Bond provides comprehensive estate planning services which includes providing clients with an effcient estate plan. Sara is distinguished in her feld as an internationally recognized Trust and Estate Practitioner (TEP), a designation that displays her advanced knowledge and experience to identify and address developments in the trusts and
estates industry.
Following her call to the Bar, Sara has worked for major trust companies working in a variety of roles involving estate administration and estate planning. Prior to joining RBC, Sara’s last role was Senior Advisor- Planning and Advisory Services, where she advised clients on a variety of Wills, trusts, estate planning matters.
Sara obtained a Joint Honors Bachelor degree from York University, and graduated with a Bachelor of Laws from the University of Sussex, U.K. Sara has also completed a Master of Laws in taxation, from Osgoode Hall Law School, York University.
Sara is a member in good standing with the Law Society of Ontario, and is a member of the Ontario Bar Association, Trusts & Estates Law section.
Complimentary Will & Estate Planning consultation
In appreciation of your valued business relationship with us, your advisor is pleased to offer you a complimentary Will & Estate Planning consultation with Sara, a Will & Estate Consultant.
Sara works closely with your advisor to provide you with information on structuring your estate in an effcient and tax-effective manner. Following your meeting, Sara will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.
To schedule a meeting with Sara Bond, please contact your advisor.

Kathy is an experienced Group Benefits professional with over 20 years of experience in the Group Benefits industry.

Kathy started her career working for a large Canadian Insurance carrier for 10 years where she developed and maintained relationships with Plan Advisors and Plan Sponsors. In this role, she continuously assessed the evolving needs of clients and introduced services and product solutions to meet those needs over time. For close to 6 years, Kathy worked as a Senior Benefits Consultant for a large Canadian consulting firm where she was responsible for managing, servicing and providing quality benefits consulting services for small to medium sized clients and association partnerships.

More recently, Kathy owned her owned Brokerage, KAPPA Group Benefits, where she supported her clients by delivering exceptional client service that included the on-going management of the employee benefits program. Kathy’s main focus was to advise clients on a competitive program that would ultimately lead to higher employee appreciation and company loyalty while remaining affordable and sustainable.