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.
Tracey Goldie, CLU
Vice President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Tracey is an integral member of the team, helping to create, preserve and increase wealth by incorporating insurance-based solutions within comprehensive financial plans.
Specializing in estate planning, Tracey applies innovative and tax-efficient solutions to a variety of wealth management issues and is skilled at simplifying their complexities. Her individualized approach to personal and corporate insurance planning help clients achieve their wealth management objectives and reach their estate and financial goals.
Beginning her financial services career in 1994, Tracey joined RBC in 2012 after spending 13 years with a leading life insurer, focused on providing insurance solutions expertise and product marketing. In addition, Tracey has obtained the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations.
Susannah is a Chartered Accountant, Certified Management Accountant and Certified Financial Planner. She graduated with a Bachelor of Arts from the University of Waterloo, specializing in Chartered Accountancy.
Prior to joining RBC, Susannah provided comprehensive financial planning guidance and advice to executives, business owners, professionals and high net worth families. Susannah uses a holistic approach to helping clients address all areas of their financial planning.
Susannah’s role is to work with and support your Investment Advisor in preparing and presenting comprehensive Compass Financial Plans.
Kelly Rivard, LL.B, CFP, TEP
Vice-President & Will & Estate Consultant, RBC Family Office Services
Kelly received her law degree from the University of Western Ontario in 1993 and was called to the bar in 1995.
She practised in the areas of litigation, family law and estate planning at a law firm until joining a major trust company in 1996, where she worked in a variety of roles involving estate administration and planning. Kelly joined RBC Dominion Securities in 2003.
Kelly received her Certified Financial Planning (CFP) designation in 1998 and is a member of the Society of Trust and Estate Practitioners (STEP) as well as the Law Society of Upper Canada. She has completed Parts I and II of the CICA in-depth tax course.
Kelly’s significant practical experience in the estate planning and administration field, coupled with her financial planning expertise, allows her to offer guidance on both the tax and personal implications of your estate plan.
Prashant Patel, CFP, TEP
Vice-President, High Net Worth Planning Services, RBC Family Office Services
Prashant has assisted high-net-worth and ultra-high-net-worth families with tax, estate and retirement issues since 1992.
His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts.
His expertise includes tax and estate planning for executives, business owners, retirees, sports professionals and individuals with U.S. issues. He also assists individuals facing significant financial events (sale of business, financial windfall, retirement, job loss, moving to Canada, leaving Canada, etc.)
Prior to joining RBC in 1999, Prashant honed his expertise by working as a Canadian and U.S. tax specialist for two of the big four accounting firms in downtown Toronto.
Prashant is a Certified Financial Planner, Associate of the Society of Actuaries and member of both the Society of Trust and Estate Practitioners and Canadian Tax Foundation.
Karen Snowdon-Steacy, TEP
Senior Trust Advisor, RBC Royal Trust
As a Senior Trust Advisor, Karen Snowdon-Steacy is responsible for managing a complex book of accounts, and services clients throughout the Greater Toronto Area. Karen works with individuals, families and businesses 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, Karen can help. Karen also has expertise and experience in advising on Philanthropic and Charitable Giving strategies for clients who wish to leave a lasting legacy.
A graduate of Victoria University at the University of Toronto specializing in history and political science, Karen has continued to deepen her knowledge and expertise with key industry designations such as Trust and Estate Practitioner (TEP). Karen is a full member of STEP.
With 25 years of experience, Karen is well known within the local Estate and Trust industry and delivers well-balanced advice by staying abreast of product, industry, investment, tax and legislative developments. With a career focused on building client relationships, she 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.
