Stephen (Steve) attended the University of Windsor where he completed a Bachelor of Commerce degree with a concentration in Accounting. He is a Chartered Accountant and prior to joining RBC he worked for a public accounting firm as their Tax Manager. During this time, Stephen specialized in providing an array of tax planning and preparation services, including U.S. cross-border tax compliance, to both individuals and privately owned corporations.
Stephen is a member of the Canadian Institute of Chartered Accountants, Chartered Professional Accountants of Ontario and has completed Parts I and II of the Canadian Institute of Chartered Accountants’ In-Depth Tax Courses.
As a Financial Planning Specialist at RBC Wealth Management Services, Stephen’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans for clients.
Murray has been providing advice and technical support in relation to high-net-worth family wealth planning since 1994. Conversations include scenarios to be aware of in transitioning, including the costs of transitioning, your assets to your intended heirs. Additional areas of concern may include tax, asset preservation and philanthropic planning.
Murray’s expertise encompasses both domestic and international family circumstances, and in many cases is focused on the challenges of transitioning a family business. His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts.
Before joining RBC’s Canadian Wealth Management Services team in 2008, Murray worked with RBC’s Global Private Banking group as the senior resource in their global trust business for over 13 years.
Prior to joining RBC, Murray practised law for six years in the areas of estate and tax planning, as well as various areas of business law.
Murray was a Director of STEP Canada (Society of Trust & Estate Practitioners) from its inception until 2009, and has been a member of the International Tax Planning Association and the Canadian Tax Foundation over the years. He has been a featured speaker at Estate Planning Councils, Law Society and STEP practitioner education conferences in Canada and abroad.
As a High Net Worth Planning Specialist, Mark, together with your primary RBC advisor, helps you explore tax, estate and wealth planning issues you face as a high net worth client.
Prior to joining RBC, Mark spent over 14 years in the High Net Worth Tax group of a Big 4 accounting firm in Toronto. Acting as a trusted business advisor for Ultra High Net Worth families, Mark was responsible for the creation and implementation of effective strategies for wealth preservation and accumulation in the context of tax, estate and succession planning for owner-managers of private companies, senior executives of public companies and professional athletes.
Mark is a Chartered Professional Accountant, Chartered Accountant, Certified Financial Planner, and a Trust and Estate Practitioner. He has completed the Society of Trust and Estate Practitioners Advanced Certificate in Family Business Advising, all three levels of the CPA Canada In-Depth Tax Course, as well as the Advanced Tax Issues for the Owner-Managed Business Course and the Corporate Reorganizations Course. Mark has served as Chair of the Board of Evaluators for CPA Ontario and Treasurer for the Boys and Girls Clubs of Ontario. He obtained his Bachelor of Commerce (Hons.) from Queen’s University
Mary obtained her Bachelor of Laws from the University of Western Ontario in 1983. She was called to the Ontario Bar in 1985.
Following her call to the Bar, Mary was in private practice for 24 years, specializing in the areas of will and estate planning, estate administration, real estate and corporate law. Since 2011, she has worked exclusively in the areas of will and estate planning with a major trust company and a bank. Mary joined RBC Wealth Management in October 2016.
Mary is a member of the Law Society of Upper Canada and the Middlesex Law Association.