Meet The Team

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 and a Member of the Carleton County Law Association.

Prior to joining RBC, he practised estate planning in private practice and served as Will & Estate Consultant with Royal Trust Corporation.

He was an instructor for the Ontario Bar Admission Course in Estate Planning and Administration and has been an instructor at the University of Ottawa Law School since 2003 teaching the Will & Estate course.

Samuel is a Chartered Professional Accountant (CPA, CA), CERTIFIED FINANCIAL PLANNER or CFP practitioner, Trust and Estate Practitioner (TEP), and has also completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course. He holds a Bachelor of Commerce degree from Carleton University (concentration in Accounting). Samuel brings a broad range of experience from his prior roles as a tax manager at both a local and international accounting firm. He has specialized in providing tax advisory, corporate reorganizations and estate planning services to high-net-worth individuals and owner-manager businesses. As a Financial Planning Specialist at RBC Family Office Services, Samuel’s role is to work with and support advisors in preparing and presenting comprehensive Compass Financial Plans for clients.

Andrea's goal is very clear; "I want to listen to what you have to say and will ask 'why' as many times as necessary to truly understand your priorities." She wants to hear your unique story because financials are about math but true planning combines that and the emotional impacts many don't often discuss.

After a serious accident in 1999, Andrea changed careers so she could help people. Now with 20+ years' experience in financial services she has obtained multiple industry accreditations providing her with the foundation to support clients in planning for the creation, protection, preservation and transfer of their wealth. Ensuring she listens, Andrea simplifies potentially intricate issues such as funding future tax liabilities, transferring wealth to heirs and protecting those you love most through the power of customized insurance solutions.

When not hard at work, Andrea spends her time going on adventures with her children and enjoys an active life as an avid yogi, tap-dancer and drummer.