Robyn Solnik, LL.B, TEP
Vice-President, High Net Worth Planning Services,Family Office Services, RBC Wealth Management
Robyn, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a high-net-worth client.
Prior to joining RBC, Robyn acquired her expertise in estates, trusts and succession planning in both private practice and with a major trust company, practicing law in Toronto for 8 years with an emphasis on trusts, estates, succession, planning for incapacity and charities law, and as a will and estate consultant for a well-known Canadian trust company. In 2001, Robyn joined RBC, assisting clients with their overall tax and estate planning, and in 2011, assumed her present position, specializing in assisting high-net-worth clients with their succession, tax, retirement and estate planning.
Robyn obtained her law degree from Osgoode Hall in 1991, and she was called to the Bar in Ontario in 1993. She has completed her in-depth tax courses, levels 1 and 2, as well as the Advanced Tax Issues for the Owner Managed Business Course and the Corporate Reorganizations Course. She has co-authored two books, “Drafting Wills in Ontario: A Lawyer’s Practical Guide” and “Drafting Wills in Canada: A Lawyer’s Practical Guide”.
In addition, Robyn was an instructor at the Estate and Trust Bar Admission Course at the Law Society of Upper Canada.She is an active member of the Society of Trust and Estate Practitioners (STEP) and has obtained the STEP Advanced Certificate in Family Business Advising.
Daniel Ugolini, F.Pl., CPA, CA
Vice-President & Financial Planning Specialist, Family Office Services, RBC Wealth Management
Daniel holds a Chartered Professional Accountant (CPA, CA) designation with CPA Canada and a Financial Planning (F.Pl.) designation with the Institut Québecois de Planification Financière (IQPF) in Quebec. He received his Bachelor of Commerce and Graduate Diploma in Accountancy from Concordia University in Montreal. He has also completed the CICA In-Depth Tax Course.
Daniel has over 30 years of progressive experience in accounting, taxation and the financial services industry. He has acquired extensive experience in corporate and personal taxation and providing wealth planning to high-net-worth families and business owners.
Daniel’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.
Carol Dalgado, LL.B, LL.M, TEP
Will & Estate Consultant, Family Office Services, RBC Wealth Management
As a Will & Estate Consultant, Carol Dalgado provides comprehensive estate planning services to clients.
Carol graduated from the University of Toronto with a Bachelor of Arts degree. She obtained her Bachelor of Laws degree from the University of Western Ontario and went on to obtain her Master of Laws (Trusts) degree from Osgoode Hall Law School. She holds the designation of TEP (Trust and Estate Practitioner) from the Society of Trust and Estate Practitioners (STEP). She is a member of the Law Society of Ontario, the Estate Planning Council (Toronto), the Estate Practitioners’ Group and STEP.
Carol has held various roles within the estate and trust industry in which she has provided guidance on estate, trust and incapacity planning, administration and litigation issues. Carol worked in private practice for over ten years before joining RBC Wealth Management in 2015.
Barrington Grey, CFP, CLU, FEA
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
After four years with a leading life insurer, Barrington joined RBC in 1993 to help RBC advisors introduce their clients to a new strategy to build and protect their wealth: tax-exempt insurance. Since then, clients, along with their tax and legal advisors, have come to rely on his expertise and advice as a recognized specialist on insurance-based wealth enhancement and protection.
Barrington is an accredited Certified Financial Planner, Chartered Life Underwriter and Family Enterprise Advisor. He is also a member of CALU, the Conference for Advanced Life Underwriting which mandates interests specific to advanced financial planning issues related to estate planning and corporate-owned life insurance, to name a few.
Always willing to contribute to the insurance community, Barrington is regularly called upon as a featured speaker at national conferences held by life insurers and affiliated industry associations.
As a Senior Trust Advisor, Manish Gosrani is responsible for managing a complex book of accounts. He works with individuals, families and businesses throughout Toronto and the GTA to provide customized estate, trust and incapacity solutions.
Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a Power of Attorney, Manish can help.
Manish has more than 25 years of wealth management experience in Canada and the UK. He holds a Bachelor of Law degree (LL.B), is a Certified Financial Planner (CFP) and is working towards his Trust and Estate Practitioner (TEP) designation to further strengthen his industry knowledge and expertise.
Manish has a deep understanding of priorities and needs of wealth advisors and delivers well balanced advice by staying abreast of product, industry, investment, tax and legislative developments. With a career focused on building client relationships, he brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. He is dedicated to providing assistance in the preservation, management and transfer of wealth between generations by providing solutions to implement clients’ estate, trust and philanthropic plans