Who We Are

Ryan is a Chartered Professional Accountant (CPA, CA), Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP) and Chartered Life Underwriter (CLU). He has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course and holds an Honours Bachelor of Business Administration degree from Wilfrid Laurier University with a major in Accounting. He is a member of the Canadian Tax Foundation and The Society of Trust & Estate Practitioners (Canada). 

In his previous role as a tax manager at one of the global major accounting firms, Ryan specialized in providing tax planning services to high-net-worth families, private businesses, estates, trusts and partnerships. His work focused on tax minimization strategies and reorganizations. 

Ryan’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial planning concerns you may have. 

Specialized financial planning 

At RBC, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning. Personally prepared by Ryan Leung, a Financial Planning Specialist, your comprehensive Financial Plan will provide recommendations specific to your situation. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to your next generation tax-efficiently and make the most of your philanthropic legacy. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis. 

Alleen earned her Bachelor of Arts degree from York University and her law degree from the University of Windsor, Faculty of Law in 2008. She was called to the Ontario Bar in 2009.

Prior to joining RBC, Alleen practiced in the areas of Estate Planning and Administration, Corporate/Commercial law and Real Estate law in a mid-sized law firm. Alleen advised her clients on a breadth of legal issues, including key considerations in setting up legal business structures, succession planning and estate planning.

Alleen fosters a multidisciplinary approach to each client’s unique needs, drawing on various advisors’ expertise and offering her own to identify issues for further consideration and review, together with information and guidance which are both sensible and practical.

You’re the biggest beneficiary.

Colin Ardill stays humble. Even so, he’s not shy about being a man on a mission: to overturn 150 years of misunderstanding about life insurance, one day at a time.

Most Canadians see only one dimension to life insurance: that it’s of no use to the living. But Colin sees it in three dimensions. There is the death benefit that everyone can see – but life insurance also provides tax-exempt growth, and it allows the holder to spend more money in retirement than they otherwise could. Says Colin: “The person buying the policy is going to be the biggest beneficiary.”

Colin has been in the estate planning business for over 15 years. His core purpose – the heart of everything he does – is to leave everyone he meets better off.

As a Premier Banking Advisor, Shelly Lall works as a single point of contact, providing personalized service and tailored advice to help save time and effectively manage day-to-day banking and credit needs for select clients of Wealth Management Canada and Partnering with Investment Advisors and Counsellors across the Vaughan, New market and Aurora Region.

Shelly holds her FP1 Financial Service Advice Certification and has been providing exceptional client experience in Financial Services with RBC since 2001. Shelly is respected by her clients and industry peers. She has received top performer recognitions on a regular basis and is also a proud recipient of RBC Convention Award.

Shelly has continued on delivering holistic advice and helped clients reach their financial goals. Shelly's proven collaboration success along with her business growth mindset is a great strength and asset for RBC premier banking and RBC wealth management Canada.

Shelly believes in giving back to community as she supports Women of Prayer Charity, where she motivates & encourages other women in tough times. Shelly enjoys listening to music, travelling & spending time with her family & friends.
 

Teresa Anastasopoulos is a Private Client Insurance Specialist. Through a personalized risk assessment approach, she provides tailored insurance solutions to protect your client’s wealth, possessions and lifestyle.

Teresa has over 26 years of industry experience. Prior to joining RBC, she was a trusted Account Executive at brokerages such as Gallagher and Jones DesLauriers. Teresa holds a Chartered Insurance Professional (CIP) and Canadian Accredited Insurance Broker (CAIB) designation with the Insurance Institute of Canada.

Teresa is proud to represent RBC Private Insurance and is passionate about providing best in class service. Together with her team, she will work with your client to protect what matters most.

As a Will and Estate Advisor for the Central Canada Region, Jennifer Wan brings an approach to estate planning that centers on understanding and addressing the unique needs of each client, working collaboratively with clients and their trusted advisors to help create a comprehensive, custom and effective estate plan that meets their particular needs. Jennifer earned a Juris Doctor degree and a Master of Laws from Bond University in Australia. She is also a graduate of the University of Waterloo with a Bachelor of Arts (Honours) in Legal Studies and minor in Human Resources Management. Prior to joining RBC Royal Trust, Jennifer practiced law in the areas of estate litigation, corporate, commercial, real estate, and Wills and estate planning. She continues to deepen her knowledge and expertise by working towards obtaining the Trust and Estate Practitioner designation from STEP Canada. Whether clients hope to protect a disabled heir, incorporate succession planning for their business, address the unique concerns arising from second spouses and blended families, minimize family conflicts, or deal with beneficiaries or assets that are situated outside of Canada, Jennifer can help with their estate plan. The combination of her professional expertise and her commitment to provide practical solutions makes Jennifer an invaluable resource for both clients and their financial advisors. Jennifer is bilingual in English and Cantonese and has professional working proficiency in Mandarin. In her free time, Jennifer enjoys cooking, baking, and creating event backdrops and decorations.