Our RBC Partners

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 holds a Chartered Professional Accountant (CPA) designation with CPA Ontario, the Certified Financial Planner (CFP) designation with FP 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 35 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-networth families and business owners. Daniel’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.

Vanessa is a Chartered Professional Accountant (CPA) and has completed all levels of the Chartered Professional Accountants of Canada’s In-Depth Tax Courses. She holds a Bachelor of Economics and a Diploma in Accounting from the University of British Columbia. 

Prior to joining RBC, Vanessa had 10 years of experience in public practice. As a tax manager in one of the leading global accounting firms, Vanessa specialized in providing tax solutions to a wide range of clients and industries. Her experience includes corporate restructuring and business succession planning for private business owners, as well as estate planning and cross-border tax for high-net-worth families. 

Vanessa is fluent in Mandarin and English. 

Vanessa’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 and tax planning concerns you might 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 Vanessa Hu, 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. 

To schedule a meeting with Vanessa Hu, please contact your advisor. 

Membre à part entière de l’équipe, Tracey aide à créer, préserver et faire fructifier le patrimoine de clients en intégrant des solutions fondées sur l’assurance à même des plans financiers exhaustifs.

Spécialisée en planification successorale, Tracey applique des solutions innovatrices et fiscalement avantageuses à divers enjeux de gestion de patrimoine et elle se démarque par ses compétences à simplifier leurs complexités. Son approche sur mesure à la planification d’assurance pour les particuliers et les entreprises aide les clients à atteindre leurs objectifs en gestion de patrimoine de même que leurs objectifs en matière successorale et fiscale.

Ayant débuté sa carrière dans les services financiers en 1994, Tracey est entrée au service de RBC en 2012. Auparavant, elle a passé 13 ans au sein d’un grand assureur vie, où elle proposait son savoir-faire en solutions d’assurance aux conseillers ainsi qu’au marketing de produits. En outre, Tracey a obtenu les titres professionnels de planificatrice financière agréée (CFP) et d’assureuse-vie agréée (AVA).

Daniela obtained her Bachelor of Science from the University of Toronto in 2010 and her LL.B. from the City University of London in 2013. Daniela completed her articles at a small boutique litigation firm before being called to the Bar in 2015.

Prior to joining RBC, Daniela practiced in the area of Wills, Estates and Trusts in law firms ranging in size from small to mid-size. She advised clients at all stages of succession matters including assisting with estate and succession planning, estate administration and estate and fiduciary litigation. As part of her estate and succession planning practice, Daniela also assisted business-owner clients with corporate reorganizations, including estate freezes. In addition, she assisted estate trustees with navigating the complex world of administering estates, as well as assisted clients with guardianship applications and various estate and fiduciary disputes.

Daniela is bilingual and able to provide services to RBC clients in Spanish

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