Our Partners

"Clients are more than numbers, they're people with individual needs and emotions. I do my utmost to create a trusting relationship, to recognize their intentions and learn how they best wish to manage and distribute their wealth."

Incorporating insurance-based tax and estate planning solutions, Katie recognizes clients' circumstances and works with them to coordinate all areas of their family, business and multi-generational planning. She also excels at simplifying potentially complex issues like future tax liabilities and succession planning. Since joining RBC in 2010, Katie's genuine interest in understanding clients' desires has been a driving force in her success. "I'm not just thinking about the numbers. I want to get to know people; we're all unique."

Getting to know Katie, she likes to describe herself as 'boring' but she is actually an accomplished musical artist. She and her husband Chris are the proud parents of 3 children and live just outside of Edmonton in Ardrossan.

As a Business Owner Specialist, High Net Worth Planning Services, Coady, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.

In addition to providing planning assistance to business owners (including incorporated professionals), Coady provides planning assistance to executives, retirees and individuals with U.S. issues. He also assists individuals facing significant financial events (for example, sale of business, financial windfall, retirement, severing residential ties with Canada, etc.).

For more than 20 years, Coady has assisted high-net-worth and ultra-high-net-worth individuals and families with their complex planning needs. Coady is a tax lawyer, and he has occupied his current planning role at RBC since 2008. In providing planning information to clients, Coady frequently communicates with their external professional advisors.

Coady’s educational background includes a law degree from Dalhousie University as well as the completion of the Chartered Professional Accountants of Canada (CPA Canada’s) In-Depth Tax Course (Levels I, II and III) and the CPA Canada’s Tax Issues for the Owner- Managed Business Course. He is a member of both the Canadian Tax Foundation and the Canadian Bar Association (Alberta Branch (South)) Tax Specialist Section. Also, Coady was called to the Bar in Alberta and Ontario. Further, in addition to his finance degree from Bishop’s University and the completion of the Canadian Securities Course, Coady is a registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP).

As a Business Owner Specialist, High Net Worth Planning Services, Faisal, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.

Faisal specializes in tax and estate planning for high net worth families.

Prior to joining RBC, Faisal was a tax senior manager with a mid-size accounting and advisory firm, as well as with a multi-national accounting firm. Faisal’s expertise includes tax and estate planning for high net worth individuals and families, professionals, and business owners.

Faisal is a Chartered Professional Accountant (CPA, CA) and his educational background includes the completion of the CICA’s in-depth tax course (Level I, II and III), a Bachelor of Arts in Economics from the University of Victoria, and a Masters of Professional Accounting from the University of Saskatchewan. He is also a member of the Canadian Tax Foundation.