Will & Estate Planning Specialist
The Consultant, Robyn Solnik, is a lawyer with significant experience in the area of wills, estates and trusts. Robyn can discuss your will and estate plan with you in order to ensure it is current and continues to meet your needs and objectives. As well, Robyn can provide advice on the most efficient and tax effective strategies for the distribution of your estate that may be of particular importance in light of several tax and estate planning developments which have taken place in the last few years.
Gerald D'Souza, B.Sc., CLU, CFO, CH.Fc.
Gerry brings to RBC DS, 30 year of life insurance industry experience. In addition, to his B.Sc, Gerry is a Chartered Life Underwriter, Chartered Financial Planner and Chartered Financial Consultant. Gerry taught the Life Underwriters Association Training Course (LUATC), moderated the Field Management Seminar (FMS) and served on the Advocis Board. Currently, he is on the Advisory Board for Financial Services Commission of Ontario. This experience gives Gerry the ability to help Investment Advisors develop their insurance practice. Gerry's focus will be on providing tax and estate planning solutions for our clients through new innovative uses of insurance strategies.
Penny Forbes, CPA, CA, CFP
Financial Planning Specialist, RBC Wealth Management
Penny is a Chartered Professional Accountant (CPA, CA) and Certified Financial Planner (CFP). Penny completed her Honours Bachelor of Business Administration degree at Wilfrid Laurier University (major in Accounting) and has completed Part I & II of the CICA In-Depth Tax Course.
Prior to joining RBC in 2015, Penny was a tax manager at one of the world’s leading accounting firms. She specialized in providing tax compliance and tax planning services to high net worth individuals and private businesses. She was also a member of the firm’s learning committee and trained colleagues on personal and corporate tax matters.
Penny’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.